fundresearch7d
Columbia Threadneedle: A racing certainty – can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of ...
fundresearch8d
Morgan Stanley IM Video: A New Era in South Africa
With the game-changing 2024 election victory of South African president Cyril Ramaphosa setting the stage for a new political ...
fundresearch8d
Columbia Threadneedle: 2025 CEO outlook – Is the US market too good to be true?
As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities ...
fundresearch13d
Morgan Stanley IM: Ask Not Why Yields Are Rising – Ask Why the Curve Is Steepening
So instead of merely focusing on the narrative that bond yields are rising, which is only partially true, we should ask why ...
fundresearch11d
Columbia Threadneedle. Alpha, an active approach and fundamental research – how we invest in credit
Two things differentiate Columbia Threadneedle from our investment grade competitors: a bottom-up approach to constructing portfolios, and a real focus on downside risk management. For use by ...
fundresearch13h
Die schlechtesten ETFs 2024
Das Jahr 2024 hat einmal mehr gezeigt, dass ETFs kein Allheilmittel sind. Im mittlerweile sehr unübersichtlichen Angebot gibt ...
fundresearch13h
Bafin: Bedrohung durch Cyber-Angriffe nimmt zu
Klimawandel, KI-Gefahren, Konjunkturflaute ‒ das Bündel an Risiken für Banken und Versicherer wird größer. Die Institute ...
fundresearch15h
Capital Group: Die Duration ist zurück – Ein neuer, alter Freund für Credits und andere Anleihen
Vor der internationalen Finanzkrise war die Duration – ein Maß für die Zinssensitivität eines Anleihenportfolios – der ...