Schroders : Five lessons that help you stay calm as markets jitter
Five lessons that help you stay calm as markets jitter
Quiet shifts, lasting impact: Opportunities in Japanese small-caps
In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors.
Office REITs at historical high discount : structural shift or market mispricing?
Since the end of the Covid-19 pandemic, office Real Estate companies have continued to struggle on the stock market. They are underperforming the Eurozone Real Estate index across all sectors.
Quintet, Pictet, Artemis see European equities as back in vogue
European equities are getting more interesting, say asset management and private banking experts at Quintet, Pictet and Artemis Investment Management.
Private markets shift forces pension funds to scale up
At the World Pensions Conference in London, experts pointed to Australia and Canada as models Europe can no longer ignore when it comes to investing in private markets.
Schroders : New technologies may continue to support global equities
Schroders : New technologies may continue to support global equities
Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the term stability assessment, you would expect the focus to be mainly on risks, but even then the ECB’s approach is striking. The unapologetic desire to favor the traditional banking sector is more than telling.
When Public Meets Private: The Strategic Role of Alternatives
Private assets have the potential to elevate portfolios through enhanced risk-adjusted returns. Successful deployment requires diligent planning and a holistic strategy.
Morningstar: Vanguard vs Dimensional in 60/40 funds
The classic 60/40 investment strategy is still alive and well, though its merits have been a matter of debate in recent years.
Polina’s Perspective: a journey to maturity – reflections from the window seat
Polina Kurdyavko reflects on the challenges and opportunities for emerging market countries.