19 May 2021 The tug-of-war between Michael Burry and Cathie Wood Renowned investor Michael Burry has taken a short position on Tesla and is...
18 May 2021 Ethenea: avoid deep value and overvalued growth stocks “Avoid the extremes of the market: deep value stocks and expensive growth stocks...
11 May 2021 Quintet globalises asset allocation Quintet Private Bank is shifting its strategic asset allocation to a global...
10 May 2021 Capital Group: China adopts dual-track strategy Investors today should keep China in mind, according to US asset manager Capital...
07 May 2021 GaveKal: China's radically different answer to US fiscal spending While the US and Europe have chosen the path of unprecedented fiscal spending...
30 April 2021 Inflation or no inflation? The jury is still out The emergence of inflation is particularly hotly debated at the moment. Is the...
09 April 2021 ‘Japan value rally is already over’ Optimism about an imminent end to the coronavirus lockdowns and the announcement...
06 April 2021 'We continue to prefer quality growth stocks in the US' As the head of the BL - Equities America fund, Luc Bauler emphasises the...
02 April 2021 ‘Biden support package to benefit small caps' US stocks are historically expensive. But this applies in particular to large...
28 March 2021 To bitcoin or not to bitcoin? Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay...
