Central banks: a successful hawkish turn

Central banks: a successful hawkish turn

🕔16:34, 10.Jan 2022

Omicron uncertainty; inflation certainty The resurgence of the virus cycle, central banks’ reactions to high inflation figures, and Evergrande’s unavoidable default have led to some volatility in the market, but these issues have not caused any major disruption. In the

Read Full Article
The case for active equities in the U.S.

The case for active equities in the U.S.

🕔13:18, 10.Jan 2022

Using a systematic approach to target consistent alpha Not just active, systematic active In decades past, investors have largely relied on information supplied by companies themselves to understand how business conditions and fundamentals were evolving.  Financial statements, meetings with management

Read Full Article
Emerging Market Fixed Income 2022 Outlook

Emerging Market Fixed Income 2022 Outlook

🕔10:31, 10.Jan 2022

In this paper, we will discuss the outlook for emerging market (EM) fixed income in 2022 and the key themes investors are likely to focus on at the beginning of this year. A waning global growth momentum, rising inflation and

Read Full Article
De vooruitzichten van Pictet Asset Management voor 2022

De vooruitzichten van Pictet Asset Management voor 2022

🕔08:46, 10.Jan 2022

De trends van 2021 worden voortgezet. Het economische en marktherstel als gevolg van de opheffing van de lockdownmaatregelen gaan onverminderd door, en wel in de laatste fasen. Hoewel obligaties het moeilijk zullen hebben bij een stijging van de rente, zouden

Read Full Article
How to find the most powerful investment themes

How to find the most powerful investment themes

🕔08:36, 10.Jan 2022

Thematic investing offers the opportunity to invest in the trends transforming the world around us. David Docherty explains how to identify those themes that combine a meaningful impact with the possibility of strong returns.

Read Full Article

SEARCH