Traditionally, the first outlooks for the coming year trickle in from September onwards. With sometimes a quarter of a year still to go, strategists start relating their vision of the economic and financial themes that await investors in the next calendar …

“Although we are number twelve in the world in order of assets under management, we are a relatively unknown player. Come to think of it, we're probably the biggest asset manager people have never heard of,” said Simon England-Brammer (pictured), senior …

As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However, by focusing on the lower end of the middle market, we have been able to maintain spreads," said David Bouchoucha, CIO of Private Debt and Real Assets at …

In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities remain attractive, even if inflation sticks around a bit longer than expected. In times of inflation and negative real interest rates, equities have almost …

It was the week of the central banks. The Bank of England raised interest rates by 15 basis points, the US Fed hinted at three rate hikes and a reduction in the buy-back programme. What exactly the ECB is aiming for is not entirely clear to market …

The yield curves on the global bond markets flattened dramatically during the second half of October. When flattening is followed by inversion of the yield curves, a recession is inevitable. This ominous development is causing concern in the market, but …

The business outlook for next year is characterised by concerns about inflation. Is it a temporary phenomenon linked to problems in the supply chain as consumer demand has picked up again this year? Or is it permanent? Central bankers are considering …

European equities are very attractive right now with a risk premium of around 7 per cent. To navigate in this environment, a barbell strategy between long and short duration equities is appropriate. In this way, one can intelligently combine growth and …

While browsing through all the predictions for next year, I noticed that hardly anyone dares to put China on the map. Until I recently saw JP Morgan's outlook with the appealing headline “Buy everything in China”. This was followed on Tuesday by …

Quiet optimism in the Luxembourg fund industry suggests that proposed tweaks to the ELTIF regime could unlock this concept’s potential. Wealth managers report growing demand for funds that can give clients exposure to alternative strategies, and new …

2021, can we settle the score?

The largest unknown asset manager in the world

Spreads on smaller SME loans still attractive

JPMorgan AM: equities are a good inflation hedge

Analysts guess at ECB policy direction

Is a recession on the way?

Weak competition law enforcement drives inflation

Large-scale investment plans give new impetus to equities

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

Hopes for an ELTIF breakthrough