Results: 335 Matches

04-Dec-23 Blog

Frank Kelly’s Geopolitical Week Ahead | December 4, 2023

By: Francis (Frank) J. Kelly

The holidays are just around the corner and Washington regulators are working hard this week to make their cases on various policy issues before year's end.

01-Dec-23 Europe

Europe's small stocks deserve a bigger role in our view

For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.

Europe, Equities
29-Nov-23 Macro

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

29-Nov-23 Macro

Cryptocurrencies: the portfolio perspective

As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world

29-Nov-23 ESG

Electrification: The Innovator's Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models

29-Nov-23 Artificial Intelligence

Investing in the age of Artificial Intelligence

How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.

29-Nov-23 Macro

10 themes for the year ahead

By: Björn Jesch

CIO View Special

Macro, Alternatives, Equities, Fixed Income, Allocation, ESG, Artificial Intelligence, Digitalization
29-Nov-23 ESG

Circular Economy: Squaring the circle

How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.

Alternatives, Real Estate
29-Nov-23 Equities

Quality: A guide for stock pickers

In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.

29-Nov-23 Equities

India: Delivering on many promises

India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.

Equities, Asia & Pacific
29-Nov-23 Fixed Income

Bonds – strong year ahead

After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.

Fixed Income
29-Nov-23 Alternatives

Real estate – time to enter?

Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.

Alternatives, Real Estate
29-Nov-23 Equities

Asia Pacific: regional diversification

With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.

27-Nov-23 Multi Asset

Long View Q3: Japanese reflation

By: Jason Chen, Katrin Loehken, Dirk Schlüter

Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.

Multi Asset
26-Nov-23 Blog

Frank Kelly’s Geopolitical Week Ahead | November 26, 2023

By: Francis (Frank) J. Kelly

The COP28 climate summit begins this week in Dubai, where leaders worldwide will gather to discuss the next steps on climate change policy.

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