Opinion Don't Mistake Growth for Quality

As investors adjust for a potential style rotation, we urge them not to abandon their portfolios' “quality compounders” and “transition winners.” Following the shock of the coronavirus crisis, there is a lot of talk of “early-cycle” economic dynamics: higher GDP growth, inflation and interest rates, and revived animal spirits.

Interview Ryan Blute : “more than 90 percent of our assets managed on behalf of our European clients having outperformed their benchmark”

PIMCO sees opportunities in the French CGP market. Traditionally oriented towards institutions, the management company seems to adopt a new positioning. Ryan Blute, Head of Global Wealth Management EMEA at PIMCO explains this strategy on the French market ...

Strategy How do L/S Equity Hedge Funds position on the recovery?

The consensus now expects a supportive 2021 backdrop for risky assets. With vaccines rolling out and continued reflation policies, the normalization of the world economy would accelerate, amid lower geopolitical uncertainties, still ample global liquidity...

Opinion This week's chaos in GameStop and related areas has blown some of the froth off equity markets and has certainly transformed the mood of some market participants

The parabolic rise of this stock, reportedly driven by retail speculation, short-covering and options hedging, has reverberated across a number of other stocks and sectors.

News ETFGI reports assets invested in ESG ETFs and ETPs listed globally reach a new milestone of US$187 billion at end of 2020

ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem, reported today that assets invested in ESG (Environmental, Social, and Governance) ETFs and ETPs reached a new milestone of US$187 billion at the end of 2020.

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