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Asset Allocation
November 11, 2020
Outperformance without big tech? It’s possible!
In recent years it has been impossible for global equity funds to beat the index without a…
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Asset Allocation
November 10, 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 BNP closing its money…
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Asset Allocation
November 9, 2020
Covid-19 vaccine: has the value rotation arrived?
Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit…
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Asset Allocation
November 8, 2020
Hydrogen – the next frontier for energy investors
Hydrogen will play a key role in the energy transition and will therefore offer plenty of…
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November 5, 2020
ILA: companies should prepare for EU regulation on corporate governance
Is the European Commission planning to regulate European corporate governance practices? Last week…
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Asset Allocation
November 4, 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 possible outcome for…
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Asset Allocation
November 3, 2020
‘Investors can benefit from Chinese switch to gas'
Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of…
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Asset Allocation
November 2, 2020
‘Biden victory will lead to value rotation’
A victory of Joe Biden in the US presidential election will bring an end to the dominance Wall…
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October 30, 2020
Sustainable fund inflows continue rise
European sustainable funds attracted inflows of €52.6 billion in the third quarter of 2020, bringing…
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October 29, 2020
Commission to announce ‘six-point plan’ on ESG
What will come next from the EU after the green taxonomy, SFDR and green labelling? Martin Spolc…
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Most recent
Investing
Outsourcing presents new challenges for private banks
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Expert Panel
Morningstar: Fidelity versus Pimco in global diversified bonds
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Supervision
CSSF sees valuation progress but gaps remain
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Transfers
Transfers: JP Morgan AM, Fundrock, Axa, Ogier, ICG, Eaglestone, Pictet, LFDE, Hypovereinsbank, Aberdeen
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Investing
Nvidia jitters deepen AI investors’ dilemma
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