In Europe, the small cap effect – where smaller companies outperform their larger peers – is very much alive and kicking! Identifying quality and structural growth drivers is key to finding the mid- and large-caps of tomorrow......
J.P. Morgan Global Research examines the current trends in blockchain technology, the Bitcoin market, digital currencies and the rise of digital banking.....
Many investors are overexposed to the risks stemming from climate change while being underexposed to the accompanying investment opportunities....a thematic approach may well be the best way to deal with specific sustainability issues....
In the latest episode of our webcast series, we discuss European small-caps and wether it´s spring time and green shoots for the asset class. NordicInvestor´s Contributing Editor, Hamlin Lovell, was joined by Oddo BHF´s Armel Coville, Wellington´s Anna Lundén and TIN Fonder´s Carl Armfeldt, in a discussion that covered many angles on the opportunity set available.....
The quick dismissal by Christine Lagarde and other central bankers and economists on the prospect of debt cancellation as part of the pandemic recovery misses one very obvious fact......
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
Since September last year we have seen a significant turnaround in price trends of many agricultural commodities. What does this mean for inflation and is there potential for a new commodity super cycle?
While the COVID-19 pandemic has disrupted global credit markets, PIMCO believes bottom-up research is key to reveal opportunities for 2021......
As we reach the limits of what central banks can do to foster growth, the baton passes to governments....
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
