The firm has made 66 hires so far in 2021
Category: Equities
Risky assets need a rebalance as recovery accelerates
‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen
Is everyone gearing up for high inflation?
Questions abound about whether the economic turbulence will be long-term or short lived
For the want of a chip, the recovery was lost
‘Supply-side constraints are biting, inserting a wedge between soaring new orders and lacklustre production’
Over half of global AUM in funds committed to climate goals
‘No investor wants to miss out on the opportunities of the global decarbonisation underway’
European stock recovery to outpace the US?
American and Asian investors are becoming net buyers of European shares
How to separate the banking wheat from the chaff
Valuations reached all-time lows in 2020 on a price/book value basis
Pension fund exits firms with ties to West Bank settlements
It had NOK 275m invested in the 16 companies
Columbia Threadneedle global CIO to retire
Successor named as current EMEA CIO and global head of equities
Which asset classes will shine in a world living with covid?
Healthcare looks like a good bet – but maybe not in the way you would expect
