The Return of inflation: a Jurassic Risk?

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. … Read more

The Boy Who Cried Wolf: Is An Inflationary Decade Ahead?

“…though the Villagers heard the cry, they did not run to help him as they had before. ‘He cannot fool us again,’ they said. The Wolf killed a great many of the Boy’s sheep and then slipped away into the forest.” Æsop

Key Takeaways

• Recent developments – politicians’… Read more

Climate as Core | Arabesque Asset Management

(1) Why do we need another Climate solution?

We do not really. But we do need core equity allocations to start integrating climate considerations into their investment processes.

Whilst we do not dispute the importance of thematic climate funds offering exposure

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Climate Transition Credit Strategy

Wells Fargo Asset Management Launches Climate Transition Credit Strategy

Wells Fargo Asset Management (WFAM) today announced the launch of its Climate Transition Global Investment Grade Credit to help investors simultaneously achieve their climate and financial… Read more

A push for the inflation agenda

Since last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more

European Loans: An attractive investment proposition

Governments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more

Inflation is hot news in 2021, but a cool down may be round the corner

Jonathan Baltora , Head of Sovereign, Inflation and FX, AXA IM Core

 

Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.

However,… Read more

MEAG acquires large diversified forest portfolio in the US South

MEAG, on behalf of its clients, acquired more than 60,000 hectares of pine dominated forests for a middle triple-digit million US dollar figure in the US South stretching from Oklahoma to North-Carolina in an off-market transaction. The total area corresponds Read more

ESG and Emerging Markets | J.P. Morgan Asset Management

By Tilmann Galler, Global Market Strategist, J.P. Morgan Asset Management in Frankfurt

| The case for ESG integration when investing in EM 

In our 2021 Investment Outlook, we outlined that one of the key imperatives for investors in 2021 was to understand how the … Read more

Nordea Asset Management legt Global Green Bond Fund auf

Nordea Asset Management (NAM), ein weltweit führendes Unternehmen für nachhaltiges und verantwortungsbewusstes Investieren, hat sein Angebot an ESG-fokussierten Lösungen um den Nordea 1 – Global Green Bond Fund erweitert.

Der Nordea 1 – Global Green Bond Fund… Read more