Robeco has launched an equities strategy that will invest in companies across the fashion value chain.
Author Archives: Portfolio Adviser
Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Global dividends fell nearly 1% in the third quarter of the year, according to the latest Janus Henderson Global Dividend Index.
Newton IM names emerging market and Asia equities head
Liliana Castillo Dearth, who heads up the firm’s emerging market and Asia equities team, will be based in London.
PGIM: 58% of allocators intending to increase bond exposure in 2024
Half of all allocators plan to boost green bond positions, while 43% intend to add sovereign debt.
MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending.
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade.
A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corne van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan.
