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MoneyController

Low balance sheet and investment growth sometimes a good sign for investors

Posted on 11.12.2023

The slow growth of a company's balance sheet and investments could be an interesting signal from an investment portfolio perspective. The slow asset growth factor The factor model - the most famous formulation of which is that of Eugene Fama and Kenneth French - is applied in the financial world to factor investments, particularly in the search for factor premiums (in terms of returns). In this context, in the magazine 'FONDS Professionell', some financial experts mention a seeming ...

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MoneyController

Deflation and a negative outlook: China's growth weaknesses

Posted on 11.12.2023

China's growth is now facing some economic and financial difficulties, as evidenced by the fall in demand, which has led to higher than expected deflation. Deflation in China While central banks in Europe and the US are busy fighting inflation, China's economic data is showing even more deflation than expected: deflation of -0.5% was recorded in November. Food, manufacturing and energy prices were the main contributors. Chinese consumers and deflation The downward trend in prices can ...

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The time for multi-asset portfolios is back

Posted on 07.12.2023

After a difficult period, multi-asset portfolios now appear to be in a favourable position. A portfolio manager writes about this in the magazine Das Investment. The multi-asset strategy and the mixed portfolio of stocks and bonds Multi-asset portfolios are the result of an investment diversification strategy that typically combines an equity and a bond component within a portfolio. As GAP portfolio manager Georgios Passameras explains, equities are the most yield-oriented investment in the lo ...

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MoneyController

ETFs: Market trends in Europe

Posted on 07.12.2023

In the third quarter of this year, ETF inflows in Europe showed some trends worth looking at. Maturity ETFs and actively managed ETFs What trends are driving the European ETF market? Morninstar has identified some of these trends and reports on them in an article by Sara Silano. Among the new developments tracked by Morningstar is the arrival of maturity bond ETFs in Europe, first distributed by iShares and then by DWS. Also entering the European market is Ark Invest, Cathie Wood's company ...

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Equities and money market funds at highs, only an apparent contradiction

Posted on 06.12.2023

With equity markets and money market funds at historic highs, why are investors betting on such different markets? An apparent contradiction Vittoria Puledda writes in 'Affari&Finanza' ('La Repubblica') that the growth of stock markets and that of money market funds, both of which have reached record levels, are only apparently contradictory phenomena. The contradiction stems from the fact that these are two very different markets, especially in terms of risk/return: invest ...

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MoneyController

How to invest if recession becomes probable again?

Posted on 06.12.2023

Not all asset managers believe that the risk of recession has disappeared: what is the situation in their portfolios? The risk of recession has not disappeared In 2024, the risk of a recession in the US and Europe remains real. As we read in "Focus Risparmio", Vontobel's Head of Hybrid Portfolio Management, Gianluca Ungari, outlines the possible scenario of an economy in a mild recession, not least because the economic consequences of restrictive monetary policies are usually not ...

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