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overview.investing
Asset Managers
March 26, 2021
‘Asia: growth shifts from big tech to niche players'
Growth in the Asian stock market no longer comes from big tech companies. The best growth…
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Asset Allocation
March 23, 2021
No reason for yield-phobia
Investors have always worried about what rising bond yields mean for markets. But today, such fears…
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Asset Managers
March 19, 2021
‘We create most alpha by re-investing in the existing portfolio’
Small caps have shown stellar performance this year, helped by an improved economic outlook…
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Asset Allocation
March 12, 2021
‘Commodity rally has much further to go’
The rally in commodity prices has only just started and has much further to go, according to…
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Asset Managers
March 9, 2021
Pet fund benefits from ‘intersection of megatrends’
Pets are not just fun to have around, they are also an excellent investment. ‘The pet economy is…
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Asset Managers
March 8, 2021
New fund to focus on European decarbonisation champions
Looking for companies that can contribute to the decarbonisation of the European economy. That’s the…
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Asset Managers
March 5, 2021
Lazard AM: Nordic bonds still offer positive return potential
Positive returns on investment-grade bonds have been hard to come by in the West. The Nordic market…
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Asset Managers
March 3, 2021
‘These two megatrends are crucial for investors’
Disruption is wiping out entire sectors and companies. While winners are hard to predict, using…
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Asset Managers
February 28, 2021
‘EMD to profit from economic recovery’
Emerging market debt is perfectly placed to benefit from the economic recovery that will follow the…
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Asset Managers
February 26, 2021
Bond return prospects bleaker than ever
Bonds are among the best performing asset classes of the past 40 years. But it’s not unlikely the…
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