Dim outlook for European retail real estate
But baseline scenario sees 2022 recovery of FTSE Epra Nareit Developed Europe Index
Coronavirus
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Investors evaluate the €750bn EU recovery fund deal
Prevailing tone is that the agreement has boosted the bloc’s financial solidarity
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Tobam: Investing systematically to diversify risk and bias
How quant strategies have accessed risk premia evenly during market volatility
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LGT hedge strategy profits from volatility
Commodities, currencies and volatility futures deliver yield during covid-19
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Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity
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Smart city funds are surfing mega trend waves
As stocks investing in digital and resilient companies jump due to the crisis
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Amundi CIO: ‘The battle between liquidity and solvency will continue’
Focus on sector leaders among sustainable businesses, says Pascal Blanqué
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Global investors’ appetite for risk rebounds in June
But IMF predicts $12trn-plus hit to global economy and slashes output forecast
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Global fund redemption suspensions hit 10-year high at $62bn
Property, high-yield bond and emerging market debt funds display liquidity risks
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Healthcare stocks – race for a remedy
Hunt for treatments and vaccines puts spotlight on pharmaceutical companies
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Lockdowns boost ‘social’ investment data
While clarifying the meaning of the ‘S’ in environmental, social and governance investing
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Viewing value stock potential through a macro lens
What the recent outperformance of value stocks in the wider economic context means