19 April 2021 'IG corporate bonds will remain more attractive than govvies' Investment grade corporate bonds remain more attractive than core European...
09 April 2021 ‘Japan value rally is already over’ Optimism about an imminent end to the coronavirus lockdowns and the announcement...
06 April 2021 'We continue to prefer quality growth stocks in the US' As the head of the BL - Equities America fund, Luc Bauler emphasises the...
02 April 2021 ‘Biden support package to benefit small caps' US stocks are historically expensive. But this applies in particular to large...
31 March 2021 Nordea AM: Investor worries about rate rises are overstated There’s no reason to worry about the recent rise in interest rates and the...
23 March 2021 No reason for yield-phobia Investors have always worried about what rising bond yields mean for markets...
26 February 2021 Bond return prospects bleaker than ever Bonds are among the best performing asset classes of the past 40 years. But it’s...
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...
16 February 2021 ‘EM equities more attractive than ever before’ Carmignac says all lights are green for an investment in emerging markets. The...
15 February 2021 ‘Our quality companies are inflation-proof' Expensive US growth stocks need not suffer from reflation and rising interest...
