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In the space of alternatives, Global Macro strategies have embraced reflation trades in the past quarter, scaling up positions on EM FX, equities, commodities and inflation linked bonds at varying degrees.
Legal & General Investment Management (LGIM) realized the vast potential in this development and expanded its broad thematic ETF offering with its new L&G Hydrogen Economy UCITS ETF.
Anthony Ginsberg, Co-creator of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK), says despite the recent meteoric rise in the share price of Tesla, the company is undervalued.
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
For some time now, we have been highlighting the wide valuation gap between the ‘value’ and ‘growth/quality’ ends of the market. Earlier in 2020, we suggested that the drivers of this extreme dispersion might be coming to an end and the 2020s could be the decade of the ‘cheap (...)
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