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Investing
Asset Allocation
July 10, 2020
Will inflation ever rise again?
As a result of the Covid-19 crisis, inflation expectations have fallen even more. From already very…
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Asset Allocation
July 6, 2020
Investors return to active equity funds
In a remarkable turn of events, actively managed equity funds suddenly saw substantial inflows in…
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Asset Allocation
July 3, 2020
'Recovery fund gamechanger for European equities'
Agreement on the European coronavirus recovery fund could be a “gamechanger” for the European Union…
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Asset Allocation
June 30, 2020
Investor confidence recovers swiftly
State Street’s Global Investor Confidence Index increased to 94.3 points in June, more than 20…
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Asset Managers
June 29, 2020
Candriam launches Circular Economy Fund
With the SRI Equity Circular Economy Fund, the Belgian asset manager Candriam has launched another…
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Asset Allocation
June 26, 2020
Will gold keep going higher?
While everyone is watching the main US stock indices break records day after day thanks to FAMANG…
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Asset Allocation
June 25, 2020
Outperformance despite tech underweight
Skagen Global remains an outlier among global equity funds. The fund shuns most big American…
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Asset Allocation
June 22, 2020
Why factor investing keeps disappointing
Due to a sustained period of underperformance, investors are increasingly questioning the validity…
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Asset Allocation
June 17, 2020
Is private asset optimism justified?
Despite the profound economic shock that continues to play out, investors in private assets appear…
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Asset Allocation
June 16, 2020
Coronavirus leads to EM of two paces
The performance gap between East Asia and other emerging markets has never been greater than in the…
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Most recent
News
Trump wants Powell out. The supreme court might offer a way
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Asset Allocation
AI brings new clarity to bond market liquidity forecasting
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Transfers
Transfers: Atenor, M&G, Ares, Mandatum, Lombard Odier, AXA
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Opinion
What AI can (and can’t) do in investment practice
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Fund Interview
Former Kempen team finds adventure at Lightrock
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