It’s not only the winner you need to predict, says one portfolio manager
Tag: Asset Allocation
Asian investors see China as a ‘standalone’ market
Majority agree it is now too big to be absorbed into the broad emerging market asset class
Luxembourg asset allocators to put more money to work
But that doesn’t mean they are particularly happy about it
French fund buyers feeling bullish
Overall positive view is intriguing, considering their pessimistic view of the general economy
AP7 increases allocation to Impax mandate
Swedish national pension fund expands position in green impact strategy
Sovereign investors favour fixed income and illiquid alts
But overlook equities as they try to capitalise on ‘unprecedented buying opportunity’
Is French instability a worry for investors?
What do asset managers make of recent political changes in Paris?
ANALYSIS: Is EU bailout the first step to fiscal integration?
‘It implies that there will be pan-European taxes to finance the payback of the debt’
Should company bailouts mean sector rethinks?
Does financial aid change the investment case for recipient firms and industries?
Is the coronavirus a buying opportunity?
Historical data suggests that epidemics do not impact markets long-term
