24 August 2023 Time to be cautious when pearl diving among junk High yield bonds are positioning themselves cautiously in the spotlight as...
31 July 2023 ‘Valuations of AI stocks remain reasonable’ After a substantial rally, Artificial Intelligence (AI) stocks are still...
28 July 2023 DWS’ Schmidt: More defensive portfolio stance is prudent High inflation is far from tamed, and profit margins are expected to deteriorate...
24 July 2023 Navigating private equity, Baillie Gifford advocates prudence As pressure mounts on investors to allocate larger portions of their portfolios...
11 July 2023 Pimco: Prolonged high rates will punch hole in balances The world's largest active bond house is warning that, despite last week's...
20 June 2023 Allianz CIO: ‘Monetary policy is really starting to bite’ The Federal Reserve's predicted interest rate peak between 5.5% and 5.75% has...
15 June 2023 Debunking the myth of active management “Active management is a sham — no wonder my returns are suspect,” writes Stuart...
09 June 2023 Falling inflation is ‘only silver lining’ for market outlooks May saw a 6.1 percent increase in consumer prices in the EU compared to the...
08 June 2023 As growth slows, Quintet prefers defensive investments More exposure to low-volatility European equities, high quality bonds in the U.S...
30 March 2023 ‘Gold deserves a structural role in the portfolio’ Panic over banks and falling treasury yields have gold prices flirting with an...