Jay Powell was appointed by Trump. Trump denied Janet Yellen, the previous chair of the Federal Reserve, another term in 2018. Trump preferred to have his own pawn. He did not succeed. Powell and thus the Federal Reserve remained independent. Next year …

“There is a lot of uncertainty around inflation and monetary policy in the United States. This clouds the outlook for equity markets. In the long term, Asian equities offer the best investment opportunity.” This is what Frédéric Rollin, an asset …

PGIM Investments has seen the assets under management in its UCITS fund range in Europe double from 4.8 to 9.6 billion US dollars in the past 1.5 years. This increase is mainly due to new inflow and to the fact that the American asset manager, as an …

By only investing in the best of the best, sustainable investors are harming their interests, says Henrietta Pacquement, manager of the Wells Fargo Climate Transition Global Investment Grade Credit fund. “If you take, for example, a Paris-Aligned …

What can we expect from China's regulator in the coming period? This is a vital question given the restrictions recently imposed by Beijing in the education sector. Among other things, antitrust risk hangs over the market, with the government trying to …

Allianz Global Investors can now offer an extensive thematic range, which was recently completed with a fund that invests in companies that offer solutions to various food challenges in our societies. Demand is expected to rise sharply by 2050. Allianz …

Equity markets in most emerging markets are lagging the US and Europe significantly this year. The reason for this is the stricter rules for listed companies in China and the continuing impact of the coronavirus. While the former is an ongoing source of …

How has pandemic affected the Luxembourg alternative fund sector? What is the shake out from Brexit? Has regulatory reform in Ireland increased competition for Luxembourg? What about crypto-asset funds? These questions and more were addressed at the …

In recent days we have seen a massive correction in Chinese stock markets, both in Hong Kong and the mainland. This was due to particularly strict regulatory measures taken by the Chinese government around education stocks. Jeroen Blokland argues that …

"If you want to identify long-term trends, you would do well to select mainly companies that are best positioned within that trend. In general, these are the more expensive listed companies in the stock market." This is the view of portfolio manager Jack …

Opinion: Regulating big tech

Pictet AM: A return to equity neutrality

PGIM doubles AuM in Europe in 18 months

Too-strict green benchmarks counterproductive

Gavekal: three biggest Chinese regulatory risks

Sustainable agriculture a genuine long-term theme

Southeast Asia Covid bargains

Alternatives state of play

Prospects for Chinese education stocks remain very murky

Long-term trend plays through expensive stocks