Markets

Asset allocations
30 March 2023

‘Gold deserves a structural role in the portfolio’

Panic over banks and falling treasury yields have gold...
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Allianz’s Bras: Green bonds are a good diversifier
Asset allocations
28 March 2023

Allianz’s Bras: Green bonds are a good diversifier

Green bonds are becoming mature and are a good...
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Ucits inflows more than doubled in January. MMFs outflows surged
Markets
27 March 2023

Ucits inflows more than double in January, MMF outflows surge

Net inflows for Ucits investment funds in Europe more than...
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Banks pick up ‘cheap’ coco’s as CS debt goes up in smoke
Asset allocations
27 March 2023

Banks pick up ‘cheap’ coco’s as CS debt goes up in smoke

Rabobank said it took advantage of the sharp fall in prices...
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Chart of the week: the Fed is freaked out
Market outlooks
27 March 2023

Chart of the week: the Fed is freaked out

The Federal Reserve still raised interest rates by 25 basis...
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AT1 bank bonds in focus as Swiss force mass write-off
Sector
20 March 2023

AT1 bank bonds in focus as Swiss force CS write-off

So-called AT1 bonds, also known as CoCos, were in focus on...
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Investors scratch their heads over cursed 60/40 portfolio
Asset allocations
20 March 2023

Investors scratch their heads over cursed 60/40 portfolio

After a formidable start for the capital markets in 2023...
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Jeroen's Blokland chart of the week
Asset Managers
19 March 2023

Chart of the week: and then everything was different

Little is more volatile than financial markets. One minute...
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Asset allocations
17 March 2023

Top 5: UBS gold mine tracker leads precious metals funds

In a turbulent year like 2022, investors needed refuge...
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Pension funds see losses in real estate portfolios
Asset Managers
16 March 2023

Pension funds see losses in real estate portfolios

Dutch pension funds, a major category of investors in global...
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Amundi on US bank crisis: ‘This is not a systemic risk’
Sector
14 March 2023

Amundi on US bank crisis: ‘This is not a systemic risk’

Europe’s biggest asset manager Amundi on Tuesday said it...
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Mood
Sector
14 March 2023

Moody’s: solid balance sheets limit contagion for EU banks

A solid balance sheet structure will help European banks...
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Market outlooks
14 March 2023

Pace of rate hikes seen slowing after SVB collapse

Financial markets on Monday appeared to position themselves...
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