Multi-Asset
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.
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?
Will the 2020s take us back to the 1970s?
As we reach the limits of what central banks can do to foster growth, the baton passes to governments....
DNB Multi-Asset Team Readies Fund of Hedge Funds
NordicInvestor interviewed Anette Hjertø, Head of Absolute Return Investments at DNB Asset Management, to discuss the firm’s multi-asset and fund of hedge funds strategies.....
The clockmaker and the longitude problem: A lesson for investors in bottom-up problem solving
Bottom-up thinking is not a typical hallmark of multi-asset investing. However, Aviva´s Francois de Bruin believes the granularity that comes from this approach offers useful diversification and risk benefits....
A Growing Investment Universe Still Demands Discerning Analysis
Since 1988, Jupiter Ecology’s investment universe has ballooned from under 100 to over 1,200 companies. Regulation and subsidies have spawned new industries and firms, and awareness of climate change is now global.
Preparing for Higher Inflation
There are fears that inflation is picking up in developed countries, after many years of being very subdued. How might... Read more
The Hedge Fund Allocation Is Dead. Long Live Total Return!
Outflows from hedge funds are accelerating. Hedge funds are now finding themselves on the defensive from poor performance, high fees,... Read more