Should European small-caps be a long-term strategic allocation for investors and can they deliver alpha throughout the economic cycle?
The US Federal Reserve’s recent strategic turnaround could mark a critical break from three decades of central bank behaviour. Investors need to be prepared for the consequences of a leap into the unknown....
Earlier this month the German government issued its first green bond and plans a regular offering to build a green yield curve. With Germany being a key capital market, we take a loo at what this means for investors....
Wellington´s Campe Goodman shares his views on the credit markets, the impact of Covid-19 and how he is allocating capital across sectors.....
Building a framework to finding the companies and investments that offer much-needed solutions to many of the major challenges identified in the UN SDGs.....
Jan-Erik Saugestad, CEO of Storebrand Asset Management, sat down to discuss the latest changes and future developments, amid a COVID-19 backdrop which is already throwing the ‘S’ of ESG into the spotlight....
We talked to Adrie Heinsbroek of NN IP to discuss the new "unknowns" that responsible investors will increasingly need to take into account in their decision-making....
Liquid assets have become much more volatile since March 2020. With illiquids, the story varies more according to whether, when and by how much managers have changed valuations. It also varies by asset class....
However, this is no time for complacency.....argues Simon Wallace, Global Co-Head of Alternatives Research and Strategy, DWS
We interviewed Malin Hallén, Senior Portfolio Manager, Asset Allocation, to identify policies and priorities when selecting external funds, including UCITS Hedge Funds, and evolving ESG criteria....
