While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing, China is doing the accept opposite. On the long term, this will lead to an appreciation of the renminbi and a depreciating dollar which will push inflation …

Green bonds in developed markets often appear greener than their counterparts in emerging markets. But investors should read too much into this, according to Maxim Vydrine, manager of the Amundi Emerging Markets Green Bond Fund. ‘The positive …

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide two arguments for continued outperformance of US equities, and two in favour of better performance of non-US equities. Large US equities will deliver a …

In a lot of funds investing in illiquid assets, such as property, daily dealing is likely to disappear. “The idea that you can have property in a fund you can buy or sell shares in on a daily basis has been exposed to be a lie.” Gavin Haran, head of asset …

Private equity investor Sun European Partners has shifted its focus from typical turnaround investments to 'good companies that we can turn into top companies', said Mark Corbidge, head of Sun Capital's European subsidiary, in an exclusive interview with …

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in commodity and other input prices sufficient to cause an inflation surge? Opinions differ widely, as is evident from the views of various asset managers. Bert …

Despite some last-minute political tweaks, the Pan-European Personal Pension Product (PEPP) has the potential to do for pensions what UCITS has done for long-term investment. agreed an online panel assembled by Luxembourg For Finance. But patience is …

Acolin, a Zurich-based provider of regulatory and cross-border fund distribution services across Europe, has acquired Luxembourg-based Global Fund Analytics (GFA), a SaaS-based data collection and analytics platform for asset managers and distributors. …

Insurance companies are looking to significantly increase their allocations to private equity, mid-market corporate loans and infrastructure debt, according to a survey of almost 300 firms by Goldman Sachs Asset Management (GSAM). ‘Insurers are planning …

The Netherlands’ NN Group announced on Monday it is reviewing “strategic options” for its asset management division, NN Investment Partners (NN IP). These include a sale, merger and listing. NN IP has around €300 billion in assets under management, and is …

GaveKal: China's radically different answer to US fiscal spending

"EM green bonds have more impact"

Are US equities too expensive? Yes, but…

'Real estate daily dealing soon a thing of the past'

Sun European Partners: no more turnaround investments

Inflation or no inflation? The jury is still out

‘PEPP to become the UCITS of pensions’

Swiss firm buys Global Fund Analytics

Insurance companies to increase alternatives exposure

NN Group considers sale of asset management division