overview.news

Jan Boudewijns
Asset Allocation
July 28, 2021

Prospects for Chinese education stocks remain very murky

In recent days we have seen a massive correction in Chinese stock markets, both in Hong Kong and the…
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Jack Neele
Asset Managers
July 27, 2021

Long-term trend plays through expensive stocks

“If you want to identify long-term trends, you would do well to select mainly companies that are…
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Dirk-Jan Schuiten
Private Banks
July 27, 2021

ABN Amro wants private markets as a fixed asset allocation component 

ABN Amro is broadening the options for clients who want to invest in private equity. For the first…
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Rod Ringrow
Asset Allocation
July 27, 2021

Invesco: Sovereign wealth funds increase their equity allocation

The ninth annual Global Sovereign Asset Managers Survey, conducted by asset manager Invesco, shows…
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Vincent Mortier
Asset Allocation
July 25, 2021

Amundi: A monetary policy mistake is now the biggest risk

A monetary policy mistake is now a very big risk about which markets are not taking sufficient…
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UCITS delivered
Asset Allocation
July 23, 2021

Multi-asset funds yielded 61% over 10 years, bank deposits -1%

Equity, bond, and mixed collective investment schemes (UCITS) have achieved annual net returns of 7…
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Stefan Duchateau
Opinion
July 23, 2021

Commentary: Time is running out and inflation is rising

Only the first statement is certain. The first half of 2021 has gone by so quickly that we haven’t…
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some correlations are turning positive
Asset Allocation
July 22, 2021

Asset allocators, beware: some correlations are turning positive

In certain sectors, the correlations between equities and bonds are turning positive (again). That…
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European ESG ranking
July 22, 2021

Luxembourg extends ESG-fund lead in Europe

Of the €141bn net subscriptions into Luxembourg funds in 2020, two-thirds were attributed to…
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Kees Verbaas
July 21, 2021

The challenge of ETF-ESG convergence

“All mutual funds become ETFs”, Detlef Glow, head of research at Lipper, wrote recently. Only…
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Most recent

The beauty of math. Fibonacci's spiral, used in financial analysis, is often found in nature. Photo: Anna Benczur, CC BY-SA 4.0 via Wikimedia.
Asset Allocation

Investors struggle to price nature’s true value

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Han Dieperink
Opinion

Answers from the campfire

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The Federal Reserve Bank of Chicago. Photo: Ajay Suresh, CC BY 2.0 via Wikimedia.
Asset Managers

Split on rate path, US firms agree on how to position in Treasuries

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ABN Amro Gustav Mahlerlaan
Sector

Private banking coveted prize in European bank consolidation

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Gertjan Verdickt
Opinion

The human factor in factor investing

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