Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
June 2015
’L’exception Française’ is still interesting for investors
France is still an interesting country for investors, despite its economic sluggishness and internal political problems, says Robeco Chief Economist Léon Cornelissen.
Opinion,
June 2015
Portfolio decarbonisation: making sure tomorrow never dies
The need to de-carbonise portfolios seems to have been broadly accepted, and many initiatives have been launched by investors on this topic: the Portfolio Decarbonisation Coalition, the Montreal Pledge, and events such as the Climate Finance Day, to name only a (...)
Opinion,
May 2015
The Productivity Puzzle
An increasingly hotly debated topic with respect to the medium-term outlook for both the economy and markets is the increasing signs of a trend fall-back in productivity growth in DM economies. Shortly put, lower productivity growth leads to lower economic growth, increased (...)
Opinion,
May 2015
Fitch: China Policy Shift Prioritises Growth Over Debt Problem
Chinese government directives last week concerning local government debt signal a potentially significant policy shift to prioritise growth over managing the country’s debt problem, says Fitch Ratings.
Strategy,
April 2015
Fitch: Search for Yield Leads to More Risks in Credit Funds
Fitch Ratings warns of the temptation that fixed income fund managers may have in current market conditions to overreach for yield, potentially loosening credit selectivity and leading to excessive credit and liquidity (...)
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