Chart of the week: the confrontation
Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even central bankers have rotated one hundred eighty degrees. Rising inflation risk and an even greater lack of fiscal discipline are pushing yields higher. It is a nightmare scenario for politicians and the run-up to a major confrontation.
Morningstar: AllianceBernstein vs Pimco in high-yield bonds
Prudent risk management is vital in high-yield-bond investing. As this week’s Morningstar fund comparison shows, even strategies operating in the same corner of the market can diverge sharply when stress hits.
India gains recognition as diversification anchor
India is drawing fresh interest from global investors as domestic demand, rapid digitalization and a deepening capital market give it resilience few major economies can match. Emerging market specialists say these qualities are becoming increasingly relevant for diversified portfolios.
Your Investment Soundtrack: The Companies Behind BL Equities Japan
When it comes to investing, there’s never a shortage of noise—constant market updates, countless opinions, and promises of quick profits. It’s easy to lose sight of what investing truly means: owning real businesses that create lasting value.
Dividends, a compass to navigate through uncertain times
For centuries, dividends were the measure of a stock's success. Yet the past four decades saw dividend investing fade into the background as cheap credit and rising valuations rewarded speculation over cash returns.
Transfers: Fidelity, La Française, Partners Group, Palana, Schuman, URW, Robeco
This week’s roundup of people transfers and appointments.
Investors favor EM equities over those from the US in 2026
A majority of large asset managers are most optimistic about equities for 2026, particularly those from emerging markets. US equities remain a strategic cornerstone, while Europe and Japan play a smaller but growing role in geographic diversification.
Janus Henderson: Market GPS Investment Outlook 2026
Market GPS investment outlook 2026 provides expert views to help navigate the year ahead. Explore macro drivers, asset class opportunities, portfolio construction themes, and sector specific outlooks from our portfolio managers.
Mandates lose ground to funds
Assets managed through discretionary mandates have expanded more slowly in Europa over the past ten years than assets held in investment funds. That is the conclusion of Efama, the European fund industry association, in its latest sector review.
Bankhaus Metzler expects 10 percent profit for German equities in 2026
Bankhaus Metzler is preparing for another year of strong performance in German equities. The nearly 20 percent rise in the DAX this year will likely not be matched in 2026, said equity strategist Uwe Hohmann, but an increase of 10 percent is within reach.