News

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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Asset Allocation
January 7, 2021

Quintet ups risk as recovery accelerates

Quintet private bank is counting on an accelerated global recovery in the spring and is advising its…
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Mahmood Pradhan articulates Amundi's articulating global macro economic views. Photo: IMF.
Investing

Without a real banking union, EU’s investment union is a mirage

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Opinion

Chart of the week: one big beautiful lie

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Expert Panel

Morningstar: Baillie Gifford versus GQG Capital in growth stocks

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Technology

Alto! Amundi casts a European spell on Aladdin

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News

Hind El Gaidi named LPEA president, succeeding Mansfeldt

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