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Asset Allocation
September 29, 2021
A value-growth barbell strategy
The 10-year and 30-year US yields are pushing towards the top of their trend channels. These…
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Asset Allocation
September 29, 2021
Listed infrastructure as inflation hedge
With listed infrastructure companies passing inflation directly on to their customers, investors can…
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Investing
September 28, 2021
Top 5 UK stocks: Invesco in the lead
Although the UK led the way in the rollout of vaccinations and Brexit was largely overshadowed by…
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Investing
September 27, 2021
Junk bonds no longer high yielding
“Due to the search for yield, a “shut up and take my money” sentiment is starting to emerge in the…
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Private Banks
September 24, 2021
Deutsche Bank Belgium: quality research and advice make the difference
Deutsche Bank Belgium aims to position itself as a global player and to expand further in the…
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Asset Managers
September 23, 2021
BLI’s Guy Wagner sees a second inflation wave risk
Guy Wagner of Banque de Luxembourg Investments believes that Western economies will emerge weakened…
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Investing
September 23, 2021
The future of real estate in data
The pandemic has put the resilience of the big city in the spotlight. The need to protect cities…
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Investing
September 20, 2021
Columbia Threadneedle: Europe has sustainability edge
Andrea Carzana of Columbia Threadneedle has said the firm believes that it is now necessary to be…
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Investing
September 20, 2021
Climate transition offers fundamental investors opportunities
Floods, the Shell verdict, EU climate plans: climate change is coming to you and is increasingly…
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Asset Allocation
September 17, 2021
Carmignac: growth companies still making a difference
Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an…
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