30 July 2021 Southeast Asia Covid bargains Equity markets in most emerging markets are lagging the US and Europe...
28 July 2021 Prospects for Chinese education stocks remain very murky In recent days we have seen a massive correction in Chinese stock markets, both...
27 July 2021 Invesco: Sovereign wealth funds increase their equity allocation The ninth annual Global Sovereign Asset Managers Survey, conducted by asset...
25 July 2021 Amundi: A monetary policy mistake is now the biggest risk A monetary policy mistake is now a very big risk about which markets are not...
23 July 2021 Multi-asset funds yielded 61% over 10 years, bank deposits -1% Equity, bond, and mixed collective investment schemes (UCITS) have achieved...
22 July 2021 Asset allocators, beware: some correlations are turning positive In certain sectors, the correlations between equities and bonds are turning...
20 July 2021 Don’t marginalise stock markets One of the most important functions of a financial system is to bring together...
19 July 2021 "Green benchmarks: limited added value" Green indices reduce the carbon footprint of investment portfolios, but their...
30 June 2021 Capital Group: inflation threatens to be higher than expected Capital Group economist Robert Lind is a bit short on calling the current...
20 May 2021 Three female fund managers, “apparently notable” Although it was never a conscious decision, the fact that the DWS real estate...