• Has momentum lost its mojo?
    Factor Investing

    Has momentum lost its mojo?

    Historically it has often paid to buy into assets that have already performed well recently. John Roe, Legal & General Investment Management, with a warning tale about why factors can fail if there's a big change in market dynamics.

  • An alternative approach to investing in Japan Inc
    Japan

    An alternative approach to investing in Japan Inc

    Japan is an especially rich hunting ground for equity investors looking to achieve long-term capital growth with a market neutral approach, explains Teruhiko Nishimura, Pictet Asset Management.

  • Time to seize the European small cap equity opportunity
    Small caps

    Time to seize the European small cap equity opportunity

    Favourable valuations, positive earnings momentum coupled with a slowly improving macro backdrop could provide a timely opportunity to invest in European small cap stocks, explains Aneeka Gupta, WisdomTree.

  • Can ESG and diversification be compatible in portfolio construction?
    Sustainability

    Can ESG and diversification be compatible in portfolio construction?

    Dave Barron, Legal & General Investment Management, explains what effect this has on investors' exposure and how investors can best balance ESG and portfolio diversification.

  • Food revolution starts on the plate
    Sustainability

    Food revolution starts on the plate

    The food we eat today is killing both - people and the planet. Our diet needs to change radically to deliver healthier and more sustainable meals to the world's population, says Dr Sandro Demaio, Medical Doctor and global health expert At EAT Forum.

  • FundForum Global ESG & Impact 2019

    10/11/2019 – Join 150+ asset managers, fund selectors and industry experts on 12.-13. November in Amsterdam to share insights in small group conversations about regulation, portfolio risk, clients, metrics, product innovation and marketing. altii members can secure a 10% discount. more
  • Investment opportunities in water sustainability

    09/04/2019 – Nearly a third of the world is subject to water stress. Thomas Schumann Capital has identified two key strategies through which savvy, forward-looking investors can realize significant returns while contributing to global water sustainability. more
to archive
  • Pictet Asset Management

    Zombies machen die Anleihenmärkte unsicher

    01/22/2020 – In einem Beitrag für die Financial Times erklärt Senior Investmentmanagerin Galia Velimukhametova, warum Unternehmen, die durch niedrige Fremdkapitalkosten am Leben gehalten werden, einen Abschwung auslösen können. Zombies machen weiterhin die ... more
  • GLS Gemeinschaftsbank eG

    GLS Bank Aktienfonds 2019: Auch strenge Nachhaltigkeit bringt Rendite

    01/10/2020 – von Karsten Kührlings, Leiter Investmentfonds & Research, GLS Bank. Hartnäckig hält sich am Finanzmarkt das Vorurteil, Nachhaltigkeit koste Rendite. Dabei haben zahlreiche Studien das Gegenteil bewiesen oder zumindest festgestellt, dass sie ... more
to archive
  • Wie die Ölmärkte auf weitere geopolitische Schocks reagieren

    01/23/2020 – von Mobeen Tahir, Associate Director und Rohstoffexperte, WisdomTree. Nachdem der Chef der iranischen Revolutionsgarde Qassem Soleimani bei einem US-Luftangriff in Übersee getötet wurde stiegen die Ölpreise in der ersten Woche des neuen Jahres an. ... more
  • First State Investments

    Multi-Asset-Ausblick für das Jahr 2020

    01/21/2020 – von Andrew Harman, Senior Portfolio Manager, Fixed Income and Multi Asset Solutions bei First State Investments. “Für das Jahr 2020 erwarten wir ein weiterhin unregelmäßiges Wirtschaftswachstum, anhaltende Handelsstreitigkeiten sowie geopolitische ... more
  • Erste Asset Management GmbH

    Warum Flexibilität am Anleihenmarkt gefragt ist

    01/20/2020 – von Mario Kaudela, Produktmanagement der Erste Asset Management. Aufgrund des anhaltenden Niedrigzinsumfelds wird die Jagd nach Rendite immer komplexer. Um laufende Erträge erwirtschaften zu können, müssen Anleiheinvestoren immer höhere Risiken ... more
  • Legal & General Investment Management

    A closer look at the crisis in Argentina

    01/17/2020 – by Tim Drayson, Head of Economics at Legal & General Investment Management. Despite the slowdown in global growth, which now appears to have stabilised, very few countries are currently suffering a proper recession. The notable exceptions are ... more
to archive
to archive