EM Local Currency Bonds Shine as U.S. Dollar and Rates Wobble
EM local bonds are outperforming in 2025, offering high yield, diversification, and strong fundamentals amid...
Perspectives
Carmignac – Outlook for the Second Semester of 2025
Trump, having apparently misdiagnosed the US economic problems, has implemented damaging anti-growth policies. The Federal Reserve (Fed) is in reactive mode and unable to smooth the effects of Trumpism. With...
Latest Articles
Is Quantum Computing Approaching a Tipping Point?
Wave after wave of transformative technologies have marked the past 100 years — each moving from invention to mass adoption, reshaping society and generating significant...
Nordea Launches New Empower Europe Fund
Nordea Asset Management introduces a new fund for private and institutional investors who want to invest in Europe’s independent energy supply, industrial production and collective...
Dividend Yield Vs Total Return: What Matters More for Long-Term Investors?
We consider the distinction between dividend yield and total return, and the balance between them when investing in dividend-paying companies. These two key concepts in...
Most Viewed
In Credit Weekly Snapshot – June 2025
‘Take it to the limit’ … Markets at a glance Dazed and confused Markets at...
European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?
U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a...
Eastern Building Blocs: Seeking Opportunities in Bond Markets
As portfolio manager for the Carmignac Global Bond strategy, Abdelak Adjriou, continually seeks to find...
Trending
View From The Top: Don’t Panic (Too Much)
View from the very top: There is a path out...
Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data
One indicator of demand in the US economy stood out...
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical...
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical...
More Articles
Healthcare Innovation is Revitalising the Sector
Despite healthy prospects and long-term drivers, healthcare stocks have been under the weather in recent years. Yet,...
Season 7, Post 16: On Robots, Races and Research
Your author has participated in many half marathons (and has a sub-1h30 PB) but has never raced...
Encouraging Businesses to Invest in Climate Action Through Deposits
Discover how Nordea’s “Deposit with Climate Focus” product allows businesses to include a sustainability agenda in their...
ECB Update: Adapting to be agile
A few short weeks ago, expectations around the European Central Bank’s (ECB) April 2025 Monetary Policy meeting...