The Federal Reserve is by far the largest single owner of US government bonds. If the Fed continues its buy-back policy at its current pace, all US government debt will be in the hands of the central bank in less than two years' time. That's a good reason …

A study of bear markets shows that in 70 percent of the cases stock markets fell back to a new low. In 30 percent there was a continuing recovery after a severe crash. We are probably experiencing the latter scenario now, according to BNP Paribas Fortis' …

A Netflix-like environment that provides access to advice that is data-driven, personalized, continuous and preferrably subscription-based, is the future of wealth advice according to McKinsey. And, says the management consultant in its recent research …

Market volatility will increase as a result of a decline in share buybacks and lower earnings growth per share, warns Goldman Sachs. David Kostin, who leads the business bank's portfolio strategy team, writes in a note to the bank's clients that the 51 …

Stéphane Corsaletti is the new Chief Investment Officer of fund distribution platform Allfunds. The Frenchman will lead Allfunds' recently formed digital investment solutions platform from its Luxembourg office. Corsaletti will be part of the executive …

ETFs have remained open for business during the coronacrisis, while credit markets were largely frozen. But ETFs were still able to cope with unprecedented outflows, providing investors with badly needed liquidity. However, this may just be a Pyrrhus …

The coronacrisis has hit the real estate sector hard. Much of the damage could prove to be permanent, as underlying trends are now accelerating and consumer behaviour could change permanently, says Michael Gobitschek, manager of the Skagen M2 fund. ‘Will …

Fund managers expect more companies to cut their dividends, following the example set by banks. However, many companies still are perfectly capable of maintaining their dividends, according to DPAM’s Laurent van Tuyckom. ‘Companies in defensive sectors …

Following Christine Lagarde’s earlier ‘rookie error’, the newest ECB stimulus package did not come as a surprise for Ella Hoxha, manager of the Pictet Global Bond Fund. Are European bonds now out of the danger zone? ‘The worst should technically be behind …

Credit markets have been hit hard across the board. ‘Exiting at normal prices is now virtually impossible because there is hardly any liquidity.’ Only ETFs can still be easily sold, resulting in dramatic price declines. Can the ECB’s latest support …

BlackRock advises: Sell US Treasuries

BNP Paribas expects V-shaped recovery

The future of wealth advice? A Netflix-like platform

‘Buyback suspensions increase US market volatility’

Allfunds hires Stéphane Corsaletti for Lux office

Did ETFs really pass the bear market test?

Coronacrisis reinforces trends in real estate

Fund managers fear more dividend cuts

'Risk assets are on the rise, but recession is still to hit'

Coronavirus freezes credit markets