Tackling uncertainty with absolute return...
After years of yielding close to or even below zero percent, bonds are looking more attractive again – that’s not…
20/06/25
Portfolio perspectives
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Article
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White paper
ETF Watch – June 2025
May was a significant month for UCITS ETF flows (+€26.2 billion). Equities contributed the lion’s share (+18.5 billion), with global…
10/06/25
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Podcast
Talking Heads – Making the...
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government…
10/06/25
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Podcast
Talking Heads – Which long-term...
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In…
05/06/25
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Article
Defence-related investing using an ETF
Defence-related investing has taken over as the dominant investor theme for thematic exchange-traded funds. If investor flows were focused on…
03/06/25
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Podcast
Talking Heads – Investing via...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25