Pimco is not too worried about the economic slowdown and rising inflation, as these are largely related to a temporary disruption. Opportunities in the credit and bond markets have become scarcer and finding them requires a lot of effort. This is what …

The EU’s ESG investment taxonomies are evolving. Only certain aspects of climate action are currently taken into account, but work is on-going so that the environmental taxonomy covers more areas and will be applied in a subtler fashion. The “social” …

After almost half a century at the helm of KKR, co-CEOs Henry Kravis and George Roberts are handing over the baton to their successors. Kravis and Roberts are first cousins and, together with Jerome Kohlberg, they founded Kohlberg, Kravis, Roberts & Co …

As governments and central banks wind down their support programmes, more corporate defaults and restructurings will follow. For distressed debt investors, a particularly attractive return of 15 per cent per annum is in store. This is what Andrew Amos, …

It is too early to talk about stagflation, but inflation risks are rising and therefore central banks need to be very vigilant about tightening monetary policy early if prices rise and global growth slows. This is what the International Monetary Fund …

While the price of gas shot through the roof last week, it seems that a real energy crisis can be avoided in the short term now that Vladimir Putin is going to supply extra gas. Nevertheless, the unexpected turbulence in the energy market is reason for …

The question is whether the illiquidity of private markets is still an issue if the market becomes more volatile again. Especially when you realise that liquid markets can also become illiquid. This is what Niels Bodenheim of NN Investment Partners …

The asset allocation of an insurer is different from that of a traditional asset manager or private bank. On the one hand, there are the provisions imposed by the regulator and, on the other, the long-term obligations. Low yields on government bonds are …

There is a risky and dangerous novelty in the financial markets: “the prices of stocks, bonds and real estate, the three most important asset classes in the United States, are all extremely high”. That is the warning from Robert Shiller, the 2013 Nobel …

ING has aligned its asset allocation for the Netherlands, Belgium and Luxembourg as of October, as the next step in the centralisation of its investment policy. In the meantime, the private bank has reorganised its customer service in order to create …

Pimco thinks outside the box to generate additional bond yield

New investing taxonomies in the pipeline

Economist comment: the end of an era

More distressed debt opportunities coming

IMF: central banks should be “very vigilant”

ING adjusts portfolios to turbulent energy market

Is illiquidity in private markets still an issue?

AG Insurance plans 10 billion in sustainable impact investments

Oh my God: 3 asset classes at record highs at once!

ING: order in operating concept jungle