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Asset Allocation
December 25, 2019
2020 outlook: trade war truce will drive recovery
The world economy is showing signs of recovery. Over the fourth quarter, investors have anticipated…
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Asset Allocation
December 25, 2019
‘Value and quality combination delivers outperformance’
The value factor has been disappointing investors for years. However, combining value with quality…
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Asset Allocation
December 11, 2019
‘Liquidity crisis threatens bond market’
A sudden liquidity drought is a serious threat to investors in European corporate bonds, so warns…
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Asset Allocation
December 11, 2019
It’s all about themes for millennial investors
Millennials are more interested in thematic investing than other age groups. Especially funds that…
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Asset Allocation
December 11, 2019
Bond factor investing popularity on the rise
Factor investing in bonds is making inroads with both institutional and wholesale investors…
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For Nassim Taleb, averages are completely irrelevant
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