04 April 2022 Equities drag neutral portfolio through tough quarter The first quarter of 2022 was one of the toughest in decades for investors with...
25 March 2022 Top 5: Japanese value stocks hitting back Japanese shares were hot in the 1980s, but the bubble has deflated mercilessly...
18 March 2022 Will recession set growth stocks alight again? The performance gap between value and growth is still significant since the...
15 March 2022 Fitch sees 'limited contagion risk' from bond funds European emerging-market bond funds pose limited contagion risk to the broader...
14 March 2022 'Good moment to move into green bonds' It is a good moment for investors to green their bond portfolios. The asset...
11 March 2022 ‘Switch to low carbon era may disrupt financial system’ An abrupt and disorderly transition to a low carbon economy risks disrupting the...
11 March 2022 Top 5: European equities offer value and dividends While US companies are generally praised for their quality, strong competitive...
10 March 2022 Why oil prices will rise further Expectations are growing that oil prices will rise further. The most recent rise...
09 March 2022 Gold takes up its role as safe-haven Gold is playing its traditional role in the flight to safety and rose above 2000...
03 March 2022 Nagelmackers sees UK, China, Brazil as macro hedge A global macro strategy seems the place to be in the current extremely volatile...
