Should investors worry more about bonds than equities?
Low yields offer little protection while the possibility of higher inflation looms
Analysis
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Investment ‘factors’ are also concentrated
Apple, Amazon and Microsoft appear in the top 10 stocks for three different factors
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Downbeat Dutch investors drawn to bonds
But one portfolio managers says equities could be a better bet going forward – just maybe not US
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ESG ETFs nipping at the heels of active rivals
But some argue that limited leverage means less engagement on climate and green issues
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Crisis opens window for deeper reforms in Japan
There are about 3.58 million SMEs in Japan, accounting for 99.7% of all companies
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Changing face of the ETF market
Has the pandemic altered the growth trajectory across southern Europe?
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Another twist in Belgian real estate fund investigation
War of words continues as complaint is filed at Luxembourg court
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Has coronavirus kiboshed Spain’s private equity boom?
Low rates and mixed European equity performance had put positive spin on the sector
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Luxembourg asset allocators to put more money to work
But that doesn’t mean they are particularly happy about it
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Infrastructure is biggest story in Belgium right now
With fund selectors favouring Europe over the US
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Has the European recovery faltered already?
‘After an initial surge of pent-up demand as lock-downs eased, the pace of recovery has slowed’
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How has covid hit research houses trying to rate funds?
Visiting managers on their own turf ‘can give a sense of perspective’