Markets

Asset allocations
10 November 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008...
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Asset allocations
09 November 2020

Covid-19 vaccine: has the value rotation arrived?

Pfizer’s coronavirus vaccine that sent global stock markets...
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Asset allocations
08 November 2020

Hydrogen – the next frontier for energy investors

Hydrogen will play a key role in the energy transition and...
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Asset allocations
04 November 2020

Asset managers: neck and neck election race ‘worst possible outcome’

The too-close-to-call race in the US presidential elections...
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Asset allocations
03 November 2020

‘Investors can benefit from Chinese switch to gas'

Investors in Asia cannot ignore the large technology stocks...
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Asset allocations
02 November 2020

‘Biden victory will lead to value rotation’

A victory of Joe Biden in the US presidential election will...
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Asset allocations
27 October 2020

‘45% of investors’ active equity risk not rewarded’

An average of 45% of active equity risk taken by...
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Asset allocations
21 October 2020

‘Credit markets are in waiting mode’

European credit markets have hardly responded to the reports...
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Asset allocations
20 October 2020

‘Investors must hold big tech to account’

Many technology companies have risen to dominance in a...
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