Jeffrey Schumacher

The reckoning
Investing
December 22, 2021

2021, can we settle the score?

Traditionally, the first outlooks for the coming year trickle in from September onwards. With…
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Simon England-Brammer, Nuveen
Asset Managers
December 22, 2021

The largest unknown asset manager in the world

“Although we are number twelve in the world in order of assets under management, we are a relatively…
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David Bouchoucha, BNP Paribas AM 
Asset Managers
December 21, 2021

Spreads on smaller SME loans still attractive

As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However…
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Vincent Juvyns, JP Morgan
Asset Managers
December 20, 2021

JPMorgan AM: equities are a good inflation hedge

In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities…
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Christine Lagarde, ECB 
Asset Managers
December 20, 2021

Analysts guess at ECB policy direction

It was the week of the central banks. The Bank of England raised interest rates by 15 basis points…
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Trading floor, Wall Street
Asset Managers
December 20, 2021

Is a recession on the way?

The yield curves on the global bond markets flattened dramatically during the second half of October…
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Robert Reich, economist & author
Asset Managers
December 17, 2021

Weak competition law enforcement drives inflation

The business outlook for next year is characterised by concerns about inflation. Is it a temporary…
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Jérôme Van Der Bruggen, Bank Degroof Petercam
Investing
December 17, 2021

Large-scale investment plans give new impetus to equities

European equities are very attractive right now with a risk premium of around 7 per cent. To…
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Chinese children 
Opinion
December 17, 2021

Economist's view: the importance of China in the portfolio

While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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Marcus Peter, GSK Stockmann Luxembourg
Asset Managers
December 16, 2021

Hopes for an ELTIF breakthrough

Quiet optimism in the Luxembourg fund industry suggests that proposed tweaks to the ELTIF regime…
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Hendrik Leber, ACATIS
Asset Managers
December 15, 2021

This fund is not for people who lie awake

With a return of 46 per cent year-to-date, the ACATIS Datini Valueflex is on a roll this year. The…
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Pascale Nachtergaele, Nagelmackers
Investing
December 15, 2021

Nagelmackers: European property remains excellent diversifier

Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still…
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Anthony Payne, Pergrine consultancy
Asset Managers
December 15, 2021

Rebranding problems due to consolidation

The ongoing, rapid consolidation in asset management is exposing problems around rebranding….
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John Bailer, Newton Investment Management
Asset Managers
December 14, 2021

Value renaissance finally on way

I t takes a lot of guts to come up with the proposition that this is the moment to shift the…
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