News

Asset Allocation
January 26, 2021

‘20% upward potential for European banking stocks’

The share prices of European banks have been rising in recent months, and their rally has further to…
Read more
Asset Allocation
January 25, 2021

‘Reflation trade to accelerate under Biden’

The reflation trade will accelerate further under a Biden presidency, according to what Philippe…
Read more
Asset Allocation
January 22, 2021

‘Dollar weakness double whammy for expensive US stocks’

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much…
Read more
Asset Managers
January 21, 2021

Fund directors rush to update ESG stance

Despite the looming EU deadline on ESG reporting, around a third of boards of UCITS funds and nearly…
Read more
iShares: bond ETF market can grow to $5,000 billion
Asset Allocation
January 20, 2021

Thematic ETF assets triple in 2020

Thematic ETFs saw record inflows of €9.5 billion last year, as totale assets in the category almost…
Read more
Asset Allocation
January 19, 2021

‘Blue Wave yield spike has run its course’

In the aftermath of the surprise Democrat win in the Georgia Senate run-offs earlier this month, 10…
Read more
Asset Allocation
January 15, 2021

'Low rates power EM project finance'

The low-yield environment in the developed world has also lowered Western investors’ return…
Read more
Asset Managers
January 14, 2021

Stricter governance rules for Lux banks, investment firms

Substantial governance-reform targets have been set for banks and investment firms by the CSSF. Some…
Read more
Asset Managers
January 13, 2021

Pictet-Human to capture consumer trends and subscription economy

Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare…
Read more
Asset Managers
January 11, 2021

M&G multi-asset fund makes big bet on value rotation

Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a…
Read more

Most recent

Jean-Jacques Barbéris. Photo: Amundi.
Asset Allocation

Asset owners push asset managers back into net zero alliance

Read more
Jacco Maters
Transfers

Transfers: Anthos, Morgan Stanley, Partners Group, PGIM, Intesa Sanpaolo

Read more
Dubai - Picture by Ira - Pexels
Investing

Higher rates weigh on EMD more than geopolitics

Read more
Snowball - Andres Alaniz - Pexels
Investing

Oversubscription of bond issuances creates a snowball effect

Read more
Stephen Miran (left) was sworn in as Fed governor in September last year. Photo: Federal Reserve.
Investing

Iran conflict hits Miran’s housing assumption

Read more