The reflation trade will accelerate further under a Biden presidency, according to what Philippe Gijsels (photo), chief strategist at BNP Paribas Fortis. Commodities, EM equities, small caps and cyclicals all offer exposure to it. But that does not mean …

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much lower. This has positive implications for European, Japanese and EM equities, but is a bad prospect for Wall Street, according to Michael Devereux, …

Despite the looming EU deadline on ESG reporting, around a third of boards of UCITS funds and nearly half for alternative funds report had not reviewed the implications of the sustainable finance disclosure regulation (SFDR). This is one take-away from …

Thematic ETFs saw record inflows of €9.5 billion last year, as totale assets in the category almost tripled to €22.7 billion, according to Morningstar’s European Thematic Roundup 2020. One third (EUR 3.1bn) of all thematic ETF net inflows were poured into …

In the aftermath of the surprise Democrat win in the Georgia Senate run-offs earlier this month, 10-year Treasury yield surged above the 1%-mark. It seemed investors were anticipating a large fiscal stimulus by the incoming Biden administration. But Nick …

The low-yield environment in the developed world has also lowered Western investors’ return expectations from emerging market debt. As a consequence, projects requiring joint financing by the government and private investors now meet the latter’s return …

Substantial governance-reform targets have been set for banks and investment firms by the CSSF. Some quick changes are required, but otherwise the regulator’s circular letter 20/759 seeks to drive long-term culture change on boards of directors regarding …

Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare. The new fund, which could be considered a ‘human counterpart’ of the asset manager’s flagship Robotics fund, invests in three themes with predictable …

Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a major rotation towards value stocks. He has aligned his tactically managed portfolio as such, while almost completely avoided US tech. Today, 40% of the …

Quintet private bank is counting on an accelerated global recovery in the spring and is advising its clients to increase risk in the short term. The bank is overweight equities, especially those from the US and emerging markets. With the recovery of the …

‘Reflation trade to accelerate under Biden’

‘Dollar weakness double whammy for expensive US stocks’

Fund directors rush to update ESG stance

Thematic ETF assets triple in 2020

‘Blue Wave yield spike has run its course’

'Low rates power EM project finance'

Stricter governance rules for Lux banks, investment firms

Pictet-Human to capture consumer trends and subscription economy

M&G multi-asset fund makes big bet on value rotation

Quintet ups risk as recovery accelerates