13 November 2020 JP Morgan AM: US equities make way for Europe and EM The American exceptionalism will finally make way for outperformance of European...
11 November 2020 Outperformance without big tech? It’s possible! In recent years it has been impossible for global equity funds to beat the index...
10 November 2020 GaveKal: not Covid but the renminbi is the event of 2020 What was the most important event to precede the 2008 financial crisis? Was it...
09 November 2020 Covid-19 vaccine: has the value rotation arrived? Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday...
08 November 2020 Hydrogen – the next frontier for energy investors Hydrogen will play a key role in the energy transition and will therefore offer...
04 November 2020 Asset managers: neck and neck election race ‘worst possible outcome’ The too-close-to-call race in the US presidential elections is the worst...
03 November 2020 ‘Investors can benefit from Chinese switch to gas' Investors in Asia cannot ignore the large technology stocks, according to David...
02 November 2020 ‘Biden victory will lead to value rotation’ A victory of Joe Biden in the US presidential election will bring an end to the...
27 October 2020 ‘45% of investors’ active equity risk not rewarded’ An average of 45% of active equity risk taken by institutional investors can be...
21 October 2020 ‘Credit markets are in waiting mode’ European credit markets have hardly responded to the reports about the second...
