Capital market risks loom if passives dominate

Commenting on the unabated rise of passives, CEO of SYZ Group, Eric Syz, discusses why he believes there will be a tipping point and active managers will have the upper hand in the next 20 to 30 years. Read more in Expert Investor. Link

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Nordea: We expect a more ‘democratic’ US market from here

Ed Cowart, manager of the Nordea 1 – North American All Cap fund examines low volatility, optimistic investors and an advance led by large technology stocks shaping the state of the US market. He tells Trustnet, after years of underinvestment, domestic capital spending is poised for acceleration and expects a much more ‘democratic’ market – with […]

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Nordea AM: Earth Day: three sustainable investment strategies

Thomas Sørensen and Henning Padberg, managers of the Nordea 1 – Global Climate and Environment fund tell Citywire Wealth Manager the climate and environment trend has never been so strong. They see good opportunities in companies in the areas of energy efficiency, smart grid, advanced materials and intelligent construction are deploying cutting-edge technologies to support […]

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Oil stocks face crucial earnings test as investors venture back in

Richard Robinson, manager of the Ashburton Global Energy fund, discusses the dislocation between the low price of energy stocks and the high price of crude oil, which he reads as a buy signal. He tells Reuters he has increased his holdings in offshore oil after taking money out of battery firms, which he believes were […]

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Stable Dollar Keeps Global Markets From Blowout

“In global markets, volatility can spill over from one market to another, so stable currencies do limit concerns in a way.” Ugo Lancioni, head of currency at Neuberger Berman, speaks to The Wall Street Journal as major currencies near fair-value levels. Link

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