Asset allocation monthly: March 2021 highlights
Real yields have surged and inflation expectations have fallen, posing the most significant challenge to equities since the pandemic sell-off…
03/03/21
Real yields have surged and inflation expectations have fallen, posing the most significant challenge to equities since the pandemic sell-off…
03/03/21
In many ways, 2020 was a turning point. One key area within environmental, social and governance (ESG) investing was putting…
01/03/21
The pandemic has led to greater awareness of environmental, social and governance (ESG) issues, both in a personal and business…
01/03/21
The sell-off in the US Treasury market has accelerated over the last few days and now has an increasing number…
26/02/21
The sell-off in the US Treasury market has accelerated over the last few days and now has an increasing number…
26/02/21
The blue economy encompasses a vast field of technologies that can help develop the world’s immense maritime resources in a…
25/02/21
A number of central banks responded over the past week to rising bond yields driven higher by reflationary expectations. As…
24/02/21
Multi-asset teams in the asset management industry already have to contend with implementing investment strategy across numerous portfolios whose opportunity…
23/02/21
Investors can still find value in the European high-yield bond market even after a more than volatile 2020 in which…
22/02/21
Massive financial support from governments and central banks during the lockdowns in 2020 underpinned valuations for European high-yield bonds. The…
22/02/21