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
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
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
“…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
• Recent developments – politicians’… Read more
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, 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
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 (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
By Arne Kerst, Fund Manager at DPAM
ESG, corporate responsibility and sustainable investing now hold a top spot in the financial lexicon. As with beauty, it seems that what constitutes a good ESG performer also lies in the eye of the beholder.
Stock picking and portfolio… Read more
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