Inflation-hedging your portfolio? Beware of unintended consequences

Inflation-hedging your portfolio? Beware of unintended consequences

🕔15:28, 20.Jul 2021

Investors may be concerned about how to protect their portfolios from the impact of higher inflation. Investments such as commodities, real estate and equities have historically outperformed when prices rise. But performance doesn’t tell the whole story. These asset classes

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Talking Points: Are infrastructure investors ready for rising climate-related risks?

Talking Points: Are infrastructure investors ready for rising climate-related risks?

🕔14:17, 20.Jul 2021

On 7 June 2021, the G7 agreed to make climate reporting mandatory, in line with the recommendations of the global Taskforce on Climate-related Financial Disclosures (TCFD). Climate risk looks at the risks related to the transition to a lowercarbon economy,

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MAC en Absolute Return Fixed Income: beter samen?

MAC en Absolute Return Fixed Income: beter samen?

🕔11:38, 20.Jul 2021

Multi Asset Credit (MAC) en Absolute Return Fixed Income-strategieën concurreren al lang om de aandacht van beleggers. Maar is het zinvol de ene optie te kiezen boven de andere? Wanneer de rentevoeten zeer laag of zelfs negatief zijn, zijn positieve

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Fixed income: 2021 reflation trade, where art thou?

Fixed income: 2021 reflation trade, where art thou?

🕔11:09, 20.Jul 2021

Market weekly: We recently saw the consensus view held by the market on US interest rates bowled over by the Federal Reserve. Whereas the market expected no or at the most one interest rate rise over the next two years,

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The future of the financial sector: The analyst view

The future of the financial sector: The analyst view

🕔10:21, 20.Jul 2021

Key takeaways Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive. The rising wealth of Asian emerging economies, the growth in derivatives

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A snapshot of the world economy in July 2021

A snapshot of the world economy in July 2021

🕔10:18, 20.Jul 2021

Digital drive will boost productivity growth Why China’s vaccine surge is good news for the world How will age-related spending change in the next decade 

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Mid-Cycle Investing: Time to Get Selective

Mid-Cycle Investing: Time to Get Selective

🕔09:21, 20.Jul 2021

SUMMARY The global economy is in a mid-cycle expansion, following peaks in policy support and growth, and what is likely a transitory spike in inflation. We expect global growth to moderate to a still abovetrend pace in 2022. Growth-oriented assets, such as equities

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