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Opinion
16 août 2022
Chart of the week: Misery Index explains recession sentiment
The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Asset Managers
14 août 2022
The energy transition as a source of opportunity
Pauline Grange (Columbia Threadneedle) emphasises the opportunities that currently exist in the…
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Répartition des actifs
14 août 2022
Top 5 biggest outflows: big pain for Pimco
The erratic first half of 2022, which sent leading stock market indices into bear market territory…
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Actualités
14 août 2022
Gas prices hanging over economic prospects
As we while away the warm – even hot – summer months in the Grand Duchy, it’s on many people’s minds…
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Asset Managers
11 août 2022
Forty years of the bull market
Forty years ago this week the bull market started in the United States. Not just any bull market…
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Investissement
11 août 2022
Analysis: static risk profile does not work in a dynamic market
For at least 15 years, risk profiles, used by banks or independent risk managers to assign each…
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11 août 2022
EFAMA calls for sustainability reporting standard alignment
Calls for the global alignment of sustainability reporting standards is being complicated by…
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Asset Managers
10 août 2022
Defensive equity strategies not as defensive as marketing suggests
While defensive equity strategies have provided protection during previous downturns, this year’s…
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Asset Managers
10 août 2022
Europe is much less attractive than the US
Europe’s energy supply is under severe pressure, and the 8.9% inflation rate in the eurozone seems…
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Asset Managers
10 août 2022
Asian equities may now outperform
With Europe and the US entering recession in the last half of this year, Asia, despite a series of…
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