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Portfolio construction

21 July 2022

High yield promising, if you believe in a snappy recession

As US companies revise their earnings forecasts en masse and fears of recession...
A sign at the Franklin Templeton Investments headquarters campus in San Mateo, California. Photo: Wikipedia.
17 June 2022

Franklin Templeton sees more balanced policy risks

Franklin Templeton, one of the world’s ten largest asset managers, this week...
JP Morgan Asset Management presents its Mid-Year Economic Outlook in Luxembourg. Photo: IO..
02 June 2022

JPM AM: ‘We came into crisis from position of strength’

Amid lingering fears of stagflation and a possible recession, investors are hard...
Amsterdam houses
12 May 2022

Real estate as permanent inflation hedge is 'nonsense'

With macroeconomic factors and market sentiment dragging down yields, investors...
04 April 2022

Top 5 inflation-linked: 'Inflation At Work' works best

During the brief period between the release of most Covid-19 measures and the...
25 March 2022

Top 5: Japanese value stocks hitting back

Japanese shares were hot in the 1980s, but the bubble has deflated mercilessly...

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