BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning For China Slowdown and Low Inflation...
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Inflation
Friday 14 March 2025
Articles
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Strategy Allocators Scale Back in Commodities and Emerging Market Stocks
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Interview Kevin Loo : «The FF Global Strategic Bond Fund has received a growing interest from investors wanting to overcome the benchmark related risks.»
Flexible asset allocation process, strategic and tactical allocation...Kevin Loo, Global Fixed Income Product Manager at Fidelity tells us about the operation and objectives of the FF Global Strategic Bond Fund...
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Strategy US housing: a long-term attractive opportunity
According to Stephanie Krertz, US real estate to be an excellent longterm opportunity, with a currently very attractive entry point in terms of valuation, even though sub-par economic growth is likely to make the rise in prices much more gradual than during previous recoveries...
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Strategy Investing during market turmoil
The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial assets
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Strategy Inflationary pressure is not a threat to growth in emerging markets
Inflationary pressure has grown during the past months due to excess demand, excess lending, lack of supply, increasing costs for energy and a rise in food prices.
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