Event Replay

This week, our Emerging Markets experts Luc D’hooge and Adrian Bender gave a portfolio update on our Emerging Markets Debt strategy, elaborated on the main drivers of returns and shared their outlook for the H2 2021.

This week, our Emerging Markets experts Wouter Van Overfelt and Adrian Bender gave a portfolio update on our Emerging Markets Corporate Bonds strategy, elaborated on the main drivers of returns and shared their outlook for H2 2021.

Which are the trends and themes that will shape our world of transformation? And with which investments is it possible to have a positive impact on society while earning attractive returns?

It is not only since the 2 trillion infrastructure plan proposed by President Biden that infrastructure investments have emerged onto investors’ agendas. Particularly listed infrastructure investments may offer compelling and complementary benefits to an overall portfolio. Would you like to learn what these are and how listed and unlisted infrastructure investments differ from each other?

The fixed income landscape has shifted rapidly in 2021, with the prospect of a strong economic recovery from the shock of COVID-19 sparking a sustained sell-off in longer dated government bonds, hurting portfolios running higher duration in particular.

TwentyFour Asset Management CEO, Mark Holman, explains why he believes investors should still be starting their search for income in bonds, and how they can look to combat further rates weakness by looking globally and targeting the right areas in credit.

How shall the latest development of the interest rates be valued?

After a tumultuous 2020, what will the new economic cycle hold for Global Equities? What is the current pulse of the market and where do our specialists see the greatest alpha opportunities in this asset class?

In this interview, Global Head of Multi Asset Products Daniel Signer explains the characteristics and benefits of listed infrastructure and shows the differences between listed and non-listed infrastructure investments.