Glimmers of hope behind weak eurozone data
ECB may opt to continue with QE programme into next year if slowdown continues
Author: David Robinson
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The changing face of ESG in Asia
On the surface, Asia lags miles behind the west on key ESG issues – but the region is changing.
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ESG: the art of predicting the future
Socially-responsible investing is not about short-term gains, says Union Investment’s sustainability chief Florian Sommer, it’s about divining future business trends and working out which companies are best able to adapt.
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Goldman Sachs offers US Smaller Cap Equity Portfolio
The portfolio is a new sub-fund of the Ucits-qualifying Luxembourg-domiciled Goldman Sachs Funds Sicav.
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Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.
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Portugal: from pig to golden child
The Iberian country has undergone a turnaround in fortunes since the European debt crisis.
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Eurozone slowdown: a mid-cycle slump?
Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?
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Will taper tantrum happen again?
Emerging market debt has been attracting robust inflows but as monetary policy tightens and volatility rises can the asset class retain its appeal?
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Bond market sell-off likely later this year: Saxo Bank
The end of the QE-led economic cycle means investors may need a more diversified portfolio to ensure outperformance as we enter a period of greater uncertainty, analysts have claimed.
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Robot revolution poised to shake-up fund industry
Asset managers may soon be able to use cutting-edge deep learning technology to gain a defensible competitive advantage, according to AI expert Nick Bostrom.
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Volatility splits fund buyers
Professional fund buyers are split on whether volatility represents a threat or an opportunity for portfolios.
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Volatility prompts 42% to rethink equity strategy
February’s spike in volatility caused nearly half (42.1%) of investors to adjust their equity market outlook, according to the results of a survey published by BarclayHedge and Markov Processes International (MPI).