Benefitting from the forthcoming ECB interest rate rises

Benefitting from the forthcoming ECB interest rate rises

🕔15:18, 2.Jun 2022

Following yesterday’s stronger than anticipated Eurozone inflation print, coupled with recent comments from various ECB members including President Lagarde, Vice-President de Guindos and Chief Economist Lane, the European Central Bank are expected to increase interest rates in July, the first

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Navigating the foggy road to normal

Navigating the foggy road to normal

🕔14:10, 2.Jun 2022

Global growth is likely to slow alongside increasing geopolitical risk and uncertainty, tighter monetary policy, and a slowing Chinese economy. There is also a greater risk that inflation will remain higher for longer, given supply chain ….

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔12:52, 2.Jun 2022

ETFs posted net inflows of $2.8bn last week. Fixed Income attracted strongest flows, taking in nearly $2.0bn. Equity gathered $1.3bn, while Commodity exposures weathered net outflows of $508mn.

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Bond Investing in Inflationary Times

Bond Investing in Inflationary Times

🕔10:30, 2.Jun 2022

As the chief research officer of Buckingham Strategic Partners, the issue I am being asked to address most often is about fixed income strategies when yields are at historically low levels and inflation risk is heightened due to the unprecedented

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“Ik denk dat Hollywood een vreselijk dystopisch beeld heeft gecreëerd van AI”

“Ik denk dat Hollywood een vreselijk dystopisch beeld heeft gecreëerd van AI”

🕔09:51, 2.Jun 2022

Artificiële intelligentie (AI) is misschien wel de belangrijkste technologie die mensen ooit zullen ontwikkelen. De impact ervan is al voelbaar in de wereld van retail, gezondheidszorg, transport, cyberbeveiliging, reclame en in vele andere sectoren – en dit zal alleen maar

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Contained EM inflation and higher real yields suggest relative value in local markets

Contained EM inflation and higher real yields suggest relative value in local markets

🕔08:30, 2.Jun 2022

The recent surge in commodity prices has amplified the acceleration in inflation that we have been seeing globally, arising from disruption to global supply chains caused by the pandemic. Expectations just a few months ago were that the drivers …

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Long-Only Value Investing: Does Size Matter?

Long-Only Value Investing: Does Size Matter?

🕔03:00, 2.Jun 2022

The academic value factor (long cheap stocks, short expensive stocks) earns higher returns among small-cap stocks. However, when viewed through the lens of a long-only value investor, size is a less important factor. For example, equal-weight large-cap value portfolios historically

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