20 December 2021 JPMorgan AM: equities are a good inflation hedge In its outlook for 2022, JP Morgan Asset Management makes no bones about the...
13 December 2021 Comgest: value and growth are not incompatible Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding...
08 December 2021 Candriam expects inflation to cool slowly in 2022 The current inflation surge is similar to the one after World War II. It then...
07 December 2021 Real assets still the place to be Real assets like stocks and real estate are expensive but remain a way to...
29 October 2021 EM investing: no confidence in China Investors in emerging markets should completely ignore the 60 per cent worst...
13 October 2021 ING adjusts portfolios to turbulent energy market While the price of gas shot through the roof last week, it seems that a real...
12 October 2021 Is illiquidity in private markets still an issue? The question is whether the illiquidity of private markets is still an issue if...
08 October 2021 Roadmap to CO2 neutrality: exclude or engage? With the upcoming COP26 Climate Change Conference in Glasgow, the pressure on...
08 October 2021 Chahine: European equities & value most attractive now Chahine Capital's macroeconomic analysis shows that European equities and value...
06 October 2021 Hedge funds offer escape route from low-yield markets The search for yield is causing a rotation among institutional investors from...
