26 March 2021 ‘Asia: growth shifts from big tech to niche players' Growth in the Asian stock market no longer comes from big tech companies. The...
23 March 2021 No reason for yield-phobia Investors have always worried about what rising bond yields mean for markets...
19 March 2021 ‘We create most alpha by re-investing in the existing portfolio’ Small caps have shown stellar performance this year, helped by an improved...
12 March 2021 ‘Commodity rally has much further to go’ The rally in commodity prices has only just started and has much further to go...
09 March 2021 Pet fund benefits from ‘intersection of megatrends’ Pets are not just fun to have around, they are also an excellent investment....
08 March 2021 New fund to focus on European decarbonisation champions Looking for companies that can contribute to the decarbonisation of the European...
05 March 2021 Lazard AM: Nordic bonds still offer positive return potential Positive returns on investment-grade bonds have been hard to come by in the West...
03 March 2021 ‘These two megatrends are crucial for investors’ Disruption is wiping out entire sectors and companies. While winners are hard to...
28 February 2021 ‘EMD to profit from economic recovery’ Emerging market debt is perfectly placed to benefit from the economic recovery...
22 February 2021 European dividend pay-outs sink to lowest level since 2009 Dividends paid by European companies on an underlying basis have sunk by more...
