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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Most recent

A silicon wafer with microchips including microscopic transistors and circuits. Photo: by Laura Ockel on Unsplash.
Market Reports

Value benefits from AI fatigue and rising Taiwan tensions

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Foto Globe Valentin Antonucci - Pexels
Expert Panel

Morningstar: Robeco versus MFS in global equities

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Jean Paul Daragjati
Investing

Try to be a well-rounded ‘Swiss Army knife,’ says young private banker

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Glazen bol
Investing

Semi-transparent ETFs target free-riding on investment strategies

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Helen Jewell. Photo: Blackrock.
Transfers

Transfers: Jewell named CIO fundamental equities at Blackrock

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