FEATURED NEWS
Using climate science to uncover investment opportunities
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....
European Small-Caps – Virtual Roundtable
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.....
Debt cancellation needs to be on the table
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......
Global Equities – 2021 Outlook
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
The other virus
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?
Disruption and Dispersion: A Bottom‑Up Approach to an Uneven Credit Recovery
While the COVID-19 pandemic has disrupted global credit markets, PIMCO believes bottom-up research is key to reveal opportunities for 2021......
TUTORIALS & GUIDES
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