Investing

Asset Managers
February 26, 2021

Bond return prospects bleaker than ever

Bonds are among the best performing asset classes of the past 40 years. But it’s not unlikely the…
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Asset Allocation
February 22, 2021

European dividend pay-outs sink to lowest level since 2009 

Dividends paid by European companies on an underlying basis have sunk by more than 28% in 2020 to…
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Asset Allocation
February 16, 2021

‘EM equities more attractive than ever before’

Carmignac says all lights are green for an investment in emerging markets. The weakening dollar and…
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Asset Allocation
February 15, 2021

‘Our quality companies are inflation-proof'

Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary…
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Asset Allocation
February 10, 2021

Why Tesla buys bitcoin

When Tesla’s annual report was released on Monday, it stated that the firm had bought $1.5 billion…
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Asset Allocation
February 9, 2021

‘Post-Brexit M&A could boost UK equities’

The UK equity market has been underperforming ever since the Brexit year of 2016. Now that Brexit is…
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Asset Allocation
January 29, 2021

‘Growth in power semiconductors to continue for 10 more years'

Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To…
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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…
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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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Afbeelding van Pexels via Pixabay
Platforms

Asset managers launch uniform calculation for avoided emissions

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Investment Officer Luxembourg
News

Investment Officer Luxembourg starts weekly newsletter in French

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Private debt being discussed at the 2025 Global Asset Management conference in Luxembourg. Photo: IO.
Asset Allocation

Private debt under scrutiny as market complexity grows

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Anouk Slock Nordea
Transfers

Transfer Thursday: Nordea IM, Palana, Lombard Odier

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American economist Paul Samuelson (1915-2009) won the Nobel Memorial Prize for Economic Sciences in 1970. Photo: Wikimedia.
Asset Allocation

‘Liberation Day’ reignites a classic trade debate

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