FEATURED NEWS
The case for a market neutral Absolute Return Government Bond fund
The unfolding environment has never been better for an active manager in the sovereign bond space, argues Craig Inches of Royal London Asset Management. He sees several strategic and tactical opportunities persisting for several years and he outlines them here.........
NordicInvestor roundtable – diversifying private debt portfolios
Allocators and asset managers from Sweden, Finland and the Netherlands discussed geographic diversification, market timing and distressed opportunities, credit ratings, defaults and workouts, sizes of corporate borrowers and consumer versus corporate risk. Most allocators’ existing exposure to private debt is well below their targets and there is plenty of capital to deploy.
Inflation’s bite is worse than its bark
Markets are barking up the wrong tree if they think interest rates will come down before inflation does, says Robeco´s multi-asset investor Colin Graham.
Biodiversity impacts asset managers
As you read this article, an animal or insect species, somewhere in the world, will disappear forever. Due to the impact of human activity on the natural world, in the past decades biodiversity has been declining 100 to 1,000 times faster than what would be considered natural. This development threatens not only nature, but also human survival.......
Impact private credit: investing beyond the bottom line
Challenging the consensus view that impact investments are only possible via equity, interest is growing in impact credit as an innovative, targeted, and effective response to big global issues, including climate change. Financing is provided for firms delivering positive financial returns, as well as material and measurable environmental and/or social impact.....
Nine things we learned about the global economy in April
April went by in the blink of an eye. The month was packed with data releases that gave us insight into how the global economy is faring despite aggressive monetary policy and the battle against inflation. Here are nine things we learned that are relevant for investors.....
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