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Jeroen Blokland
Opinion
August 15, 2022

Chart of the week: Misery Index

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Pauline Grange of Columbia Threadneedle
Asset Managers
August 12, 2022

The energy transition as a source of opportunity

Pauline Grange (Columbia Threadneedle) emphasises the opportunities that currently exist in the…
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Top 5. Photo by Joanna Poe via Flickr CC BY 2.0
Asset Allocation
August 12, 2022

Top 5 biggest outflows: big pain for Pimco

The erratic first half of 2022, which sent leading stock market indices into bear market territory…
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Dr Volker Schmidt, Ethenea
News
August 11, 2022

Gas prices hanging over economic prospects

As we while away the warm – even hot – summer months in the Grand Duchy, it’s on many people’s minds…
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Wall St. bull market
Asset Managers
August 11, 2022

Forty years of the bull market

Forty years ago this week the bull market started in the United States. Not just any bull market…
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Investing
August 11, 2022

Analysis: static risk profile does not work in a dynamic market 

For at least 15 years, risk profiles, used by banks or independent risk managers to assign each…
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Vincent Ingham, EFAMA
August 10, 2022

Efama calls for sustainability reporting standard alignment

Calls for the global alignment of sustainability reporting standards is being complicated by…
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Flickr: Jeff Keyzer
Asset Managers
August 10, 2022

Defensive equity strategies not as defensive as marketing suggests

While defensive equity strategies have provided protection during previous downturns, this year’s…
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Frankfurt stock exchange
Asset Managers
August 10, 2022

Europe is much less attractive than the US

Europe’s energy supply is under severe pressure, and the 8.9% inflation rate in the eurozone seems…
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Frank Schwarz - Mainfirst
Asset Managers
August 9, 2022

Asian equities may now outperform

With Europe and the US entering recession in the last half of this year, Asia, despite a series of…
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Most recent

Donald Trump, Kena Betancur / AFP
Investing

Trump’s new tariffs shake up inflation outlook and Fed planning

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Han Dieperink
Opinion

The underestimation of artificial intelligence

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Mahmood Pradhan articulates Amundi's articulating global macro economic views. Photo: IMF.
Investing

Without a real banking union, EU’s investment union is a mirage

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Jeroen Blokland
Opinion

Chart of the week: one big beautiful lie

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Pexels - Foto door Joshua Woroniecki
Expert Panel

Morningstar: Baillie Gifford versus GQG Capital in growth stocks

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