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Mind the gap: The value case for global small and mid caps

Jonas Edholm: Mind the gap: The value case for global small and mid caps

Jonas Edholm
Skagen, 18 January 2024

Deflation Tsunami

Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.

Robert Burrows
M&G Investments,  Bond Vigilantes, 25 May 2023

Digital bonds – a new kid on the block

A brief press release recently from Europe’s largest and possibly oldest industrial manufacturer, announcing a short-dated, small-sized bond, seems hardly significant. In time however it may come to be seen as heralding a transformation of bond markets.

Guest contributor: Miriam B Hehir – Director, Credit Research
M&G Investments,  22 February 2023

Housing market timebomb – is Sweden just the start?

Real estate downturns (defined as two consecutive quarters of falling prices) have been triggered in a number of economies including Canada, Australia, New Zealand and the Nordics. One area where this trend is playing out most rapidly is Sweden, where house prices are falling at one of the fastest rates in the world.

Eva Sun-Wai
M&G Investments,  Bond Vigilantes, 18 January 2023

Click Here—Has the Boom in Digital Advertising Peaked?

Four key factors set to shape the outlook for digital advertising.

Taymour Tamaddon Portfolio Manager
T. Rowe Price,  October 2022

Real estate market update: a sector reborn

As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.

Michael Gobitschek, Portfolio Manager
Skagen, 23 September 2021

Why There’s More to China than Just Big Tech

Mainstream indices are a poor reference point for investors in China

Irmak Surenkok, Portfolio Specialist; Robert Secker, Portfolio Specialist
T. Rowe Price,  September 2021

Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

Valérie Letort
Amundi Asset Management,  September 8, 2021

The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  Monthly Cross Asset, Thematic, July 2, 2021

Fibre broadband: The need for speed

Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.

Tim Perry
Aviva Investors,  9 September 2020
Articles: 1-10 / 17
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