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Plastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Plastic Circularity Strategy Alternatives.

Plastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste

Converting kelp into carrier bags and a deal to build Europe’s largest sorting facility for chemical recycling are among the circularity-focused innovations and ventures covered in our latest issue of Plastic wrap

Correlation breakdown? Let’s listen to the data
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Correlation breakdown? Let’s listen to the data

This week, Simply put uses econometric methods to test whether correlations are breaking down – and assesses the implications for diversification in multi-asset portfolios.

Growth is local, inflation is global
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Growth is local, inflation is global

Markets may be placing too much emphasis on recent US inflation data when forecasting the direction of US interest rates. The global trend of disinflation may be more important. 

10 years of Asia Value Bonds: investing in growth
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Fixed Income Asia value bonds Regional

10 years of Asia Value Bonds: investing in growth

To mark the 10-year anniversary of our Asia Value Bond strategy, we look back at key milestones and look forward to a positive outlook for USD-denominated credit in the region.

LOIM wins six Lipper Awards for Asia Value Bond
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Themes Corporate/brand Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Fixed Income Asia value bonds Regional

LOIM wins six Lipper Awards for Asia Value Bond

LO  Funds – Asia Value Bond Fund wins Best APAC Hard Currency Bond Fund over 10 Years award in six jurisdictions.

Fallen angels radar: busy quarter for new entrants
investment viewpoints Institutional
investment viewpoints Institutional Fallen Angels Wholesale

Fallen angels radar: busy quarter for new entrants

Which corporate bonds were downgraded to high yield last quarter? Fallen angels radar monitors entrants to the universe and explains rating trends.

What is making the gold market run so hot?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

What is making the gold market run so hot?

After failing to protect investors from higher inflation over the past two years, gold prices have been surging lately. Why now? We investigate this intriguing development. 

Fixed income: our medium-term playbook
investment viewpoints Asset Management
investment viewpoints Asset Management Fixed Income GFIO Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments

Fixed income: our medium-term playbook

In the Q2 issue of Alphorum, we focus on duration and spread opportunities in anticipation of the rate-cutting cycle and debt maturity wall ahead.