THE WEEK IN REVIEW US equity markets notched up positive performances last week, brushing off December headline inflation that was a touch stronger than expected. The S&P 500 rose 1.9% i (in USD) on the week, while the Nasdaq Composite...

Aegon Asset Management has evolved its USD 61 million Aegon Short Dated High Yield Global Bond Fund to focus on the transition to a net-zero global economy and renamed it to Global Short Dated High Yield Climate Transition Fund from 18 Decembe...

Ole Hansen By Ole Hansen, Head of Commodity Strategy at Saxo The commodities sector has reverted to a small gain during the first two weeks of trading with strong gains in energy, and to a lesser extent softs and precious metals be...

Having enjoyed a strong rally, technology stocks are now a key feature of both active and passive equity portfolios. This means understanding their ESG credentials has never been more important. Daegal Tsang, Senior Investment Manag...

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Asset allocation: wary of Goldilocks reflation trade ...

AXA Investment Managers recommends a phased investment approach for insurers for this year, starting with rebuilding book yields while managing duration and reinvestment risks. For the second phase, AXA IM advocates for credit derivatives or a...