Berenberg
Financial bonds, especially from smaller European banks, are worth a closer look.
Pictet Asset Management
Europe is no longer a niche player in alternative fixed income.
Schroders
“Increased market breadth and volatility against a resilient economic backdrop should create opportunities.”
Interest Rate Policy
The easing cycle is underway, but how far will the central bank go before it stops cutting?
Calamos Investments
There is renewed interest in nuclear energy as a means to overcome the energy deficit.
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Candriam
Be selective, go global and focus on Alpha.
Tokio Marine Asset Management
What are the investment opportunities in Japan in 2023?
Franklin Templeton
How is the economic slowdown affecting corporate earnings and dividend growth?
Global X
In the United States, the most glaring opportunity lies in rebuilding and modernising the nation’s infrastructure after decades of negligence.
23. November 2023
From biodiversity to the role of technology and innovation – these are trends in ESG and impact investing.
07. September 2023
What are the investment opportunities in Emerging Markets?
07. July 2023
What is the investment outlook for the second half of the year?
15. June 2023
What are the opportunities in today’s bond market?
Asia Equity
Investing in Asia has undergone significant changes in recent years. It might be the time for a different approach.
Japan Equity
Japanese equities outperformed most markets globally since April 2023.
Impact Investing
It is not only companies with stellar sustainability ratings that matter in impact investing.
Japan Small Caps
Japan’s small-cap corporates are unjustly an underappreciated asset class.
Schroders
“Increased market breadth and volatility against a resilient economic backdrop should create opportunities.”
Berenberg
Financial bonds, especially from smaller European banks, are worth a closer look.
Pictet Asset Management
Europe is no longer a niche player in alternative fixed income.
Interest Rate Policy
The easing cycle is underway, but how far will the central bank go before it stops cutting?