News

Burry vs Wood
Asset Managers
May 19, 2021

The tug-of-war between Michael Burry and Cathie Wood

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an…
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Asset Managers
May 18, 2021

Ethenea: avoid deep value and overvalued growth stocks

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
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Sean Kidney, Climate Bonds Initiative
May 17, 2021

Green investing rules nuanced

Be under no illusion. Discussions around the EU green investing taxonomy are likely to go to the…
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Bill Street, Quintet
Asset Allocation
May 11, 2021

Quintet globalises asset allocation

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation…
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May 11, 2021

Luxembourg slips in green finance ranking

Luxembourg slipped two places in an international ranking of the quality and depth of green finance…
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Capital Group CEO Robert Lovelace
Asset Managers
May 10, 2021

Capital Group: China adopts dual-track strategy

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
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Asset Allocation
May 7, 2021

GaveKal: China's radically different answer to US fiscal spending

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
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Asset Managers
May 6, 2021

"EM green bonds have more impact"

Green bonds in developed markets often appear greener than their counterparts in emerging markets…
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Investing
May 5, 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide…
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Asset Managers
May 4, 2021

'Real estate daily dealing soon a thing of the past'

In a lot of funds investing in illiquid assets, such as property, daily dealing is likely to…
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Max Severijns
Opinion

Democrats are set to win but the timing is awful

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Investing

Private market firms sallivate over Americans’ retirement cash

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Jeroen Blokland
Opinion

Chart of the week: few US jobs, how so?

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Foto by Belle Co - Pexels
Expert Panel

Morningstar: Comgest vs JPMorgan in Japan largecap growth equity

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Gertjan Verdickt
Opinion

Fed and politics

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