overview.sector

Jerome Powell of the US Fed
Asset Managers
June 28, 2021

Does the Fed want to curb asset inflation?

During question time after the Federal Open Market Committee (FOMC) rate decision, Jerome Powell…
Read more
Franck Dixmier, Global CIO Fixed Income, Allianz Global Investors
Asset Managers
June 25, 2021

Allianz GI: Fed to start tapering in early 2022

Allianz Global Investors’ specialists still consider high yield bonds and equities attractive…
Read more
Image of a reflection in a puddle
Asset Managers
June 24, 2021

Return expectations differ between private vs professional investors

Private investors expect to achieve significantly higher returns compared to professional investors…
Read more
OneLife Investment Forum
Asset Managers
June 21, 2021

OneLife Investment Forum: equity funds win over bonds

At the 14th Investment Forum of Luxembourg-based life insurance specialist OneLife, global equity…
Read more
Lutz Engberding,
Asset Managers
June 18, 2021

Outperformance not due to ESG integration 

At launch in 2017, the Responsible Horizon Euro Corporate Bond Fund was one of the first bond funds…
Read more
Chris Lallo of Ernst & Young
Asset Managers
June 17, 2021

Luxembourg benefits from controversial SPACs

“Spac share prices slump as enthusiasm wanes”, announced the Financial Times on 2 May. On 4 May: “A…
Read more
Michael Maldener, a managing director at Nordea Asset Management
Asset Managers
June 16, 2021

Concern over divergence on sustainability rules

If Europe’s nations decide to enforce different local guidelines when it comes to the Sustainable…
Read more
Jan Vievig - Oddo BHF
Asset Managers
June 15, 2021

Oddo BHF: we avoid hyper-growth stocks

“Focus on quality. Anticipate four structural trends that will dominate our lives in the years to…
Read more
Wealth Managers
June 14, 2021

Momentum score value stocks could boost style rotation

The momentum score of value stocks is on the rise as a result of the recovery of financials, energy…
Read more
Asset Managers
June 11, 2021

GaveKal: chips, scarce now, soon overcapacity

Can you imagine it? The chip industry that will suffer the same fate as the steel industry, namely…
Read more

Most recent

Lynda Schweitzer, co-head global fixed income at Loomis, Sayles & Co. Photo: Natixis.
Asset Allocation

Loomis Sayles’ Lynda Schweitzer still backs duration

Read more
Han Dieperink
Opinion

The first 100 days

Read more
Afbeelding van Tumisu via Pixabay
Investing

Investors are gaining a digital teammate with AI

Read more
Tayssir Kadamany - Pexels 3674523-17852139
Expert Panel

Morningstar: Neuberger Berman vs Pimco in emerging market debt

Read more
Jeroen Blokland
Opinion

Chart of the week: roulette policy

Read more