Asset Managers

Vincent Mortier, Deputy Chief Investment Officer at Amundi
Asset Managers
June 30, 2021

Amundi: interest rates and inflation will continue to rise

Long-term interest rates will continue to rise, as will inflation. And the correlations between…
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innovative blended finance facility to improve the management of Belize's marine protected areas
Asset Managers
June 29, 2021

Investment sector starts to address biodiversity loss

Asset managers are increasingly turning their attention to addressing biodiversity loss, but moving…
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Jerome Powell of the US Fed
Asset Managers
June 28, 2021

Does the Fed want to curb asset inflation?

During question time after the Federal Open Market Committee (FOMC) rate decision, Jerome Powell…
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Franck Dixmier, Global CIO Fixed Income, Allianz Global Investors
Asset Managers
June 25, 2021

Allianz GI: Fed to start tapering in early 2022

Allianz Global Investors’ specialists still consider high yield bonds and equities attractive…
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Image of a reflection in a puddle
Asset Managers
June 24, 2021

Return expectations differ between private vs professional investors

Private investors expect to achieve significantly higher returns compared to professional investors…
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OneLife Investment Forum
Asset Managers
June 21, 2021

OneLife Investment Forum: equity funds win over bonds

At the 14th Investment Forum of Luxembourg-based life insurance specialist OneLife, global equity…
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Lutz Engberding,
Asset Managers
June 18, 2021

Outperformance not due to ESG integration 

At launch in 2017, the Responsible Horizon Euro Corporate Bond Fund was one of the first bond funds…
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Chris Lallo of Ernst & Young
Asset Managers
June 17, 2021

Luxembourg benefits from controversial SPACs

“Spac share prices slump as enthusiasm wanes”, announced the Financial Times on 2 May. On 4 May: “A…
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Michael Maldener, a managing director at Nordea Asset Management
Asset Managers
June 16, 2021

Concern over divergence on sustainability rules

If Europe’s nations decide to enforce different local guidelines when it comes to the Sustainable…
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Jan Vievig - Oddo BHF
Asset Managers
June 15, 2021

Oddo BHF: we avoid hyper-growth stocks

“Focus on quality. Anticipate four structural trends that will dominate our lives in the years to…
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Asset Managers
June 11, 2021

GaveKal: chips, scarce now, soon overcapacity

Can you imagine it? The chip industry that will suffer the same fate as the steel industry, namely…
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Luke Barrs Goldman Sachs
Asset Managers
June 9, 2021

Goldman Sachs: millennial themes now generalised

As a result of the Covid pandemic, trends and themes that previously seemed to be the preserve of…
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Jeremy Cunningham, investment director, Capital Group High Income Opportunities Fund
Asset Managers
June 8, 2021

Inflation risk threatens US corporate bonds

US corporate bonds have performed exceptionally well over the past year, but rising inflationary…
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Vincent Juvyns, JP Morgan AM's global market strategist
Asset Managers
June 7, 2021

JP Morgan AM: an equity portfolio must be globally diversified

JP Morgan Asset Management looks at a globally diversified portfolio from different angles in order…
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