What segments of the healthcare sector are most resilient amid the Covid-19 outbreak?
Financial benefits for any company that discovers a Covid-19 vaccine splits analyst opinion
Author: Tjibbe Hoekstra
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How can fund selectors avoid illiquidity traps?
Recent fund liquidity blow-ups leave investors wondering how to shield portfolios
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Heavy outflows force fund buyers to rethink absolute return
Pockets of absolute return could perform better when equity volatility increases
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AI’s slow creep into asset management
How effective are artificial intelligence big data algorithms without human oversight?
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Under the bonnet as Europe’s largest economy slows
Germany still on course for growth as trade issues hit industrials
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Could flock of fallen angels rock Europe’s debt markets?
As growth slows, a flood of downgrades may have a knock-on effect on wider debt markets
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Selection tactics for messy bond markets
Bruising market conditions have led some fund buyers to opt for strategic fixed income allocation
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Are Faangs giving way to emerging tech?
Emerging market tech companies have outperformed the famed ‘Faang’ stocks this year, but do tech companies in developing economies offer better long-term opportunities as well?
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Why ESG matters for bonds
The higher a country’s ESG rating, the better its government bonds perform, MSCI has found.
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This time lucky for Japanese equities?
The re-election of Shinzo Abe as Japan’s prime minister in September triggered a surge in inflows to Japanese equities, but is the country’s strong performance set to continue or are we witnessing yet another false dawn?
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Equities to rise despite high valuations, says NN IP
High valuations are not an indication that equity markets will continue their upward trend in 2018 and investors should focus on trends instead, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners.
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TOBAM launches first European bitcoin fund
French boutique asset manager TOBAM has launched what is claims is the first ever mutual fund in Europe that tracks the value of bitcoin.