Be under no illusion. Discussions around the EU green investing taxonomy are likely to go to the wire. Although April saw publication of a likely draft text, complex political discussions are set to continue. This will have implications for suitability …

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation framework. "Focusing your bond portfolio on Europe has a lot of jeopardy in it," says CIO Bill Street in an interview with Investment Officer. "We are moving all …

Luxembourg slipped two places in an international ranking of the quality and depth of green finance offerings in financial centres. Luxembourg ranked in 6th place, putting it in the top 15 green finance centres. The Grand Duchy is second in the EU in the …

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert Lovelace (photo) and fund manager Christopher Thomsen, agree that understanding the country means looking into its past. China has has undergone a profound …

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing, China is doing the accept opposite. On the long term, this will lead to an appreciation of the renminbi and a depreciating dollar which will push inflation …

Green bonds in developed markets often appear greener than their counterparts in emerging markets. But investors should read too much into this, according to Maxim Vydrine, manager of the Amundi Emerging Markets Green Bond Fund. ‘The positive …

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide two arguments for continued outperformance of US equities, and two in favour of better performance of non-US equities. Large US equities will deliver a …

In a lot of funds investing in illiquid assets, such as property, daily dealing is likely to disappear. “The idea that you can have property in a fund you can buy or sell shares in on a daily basis has been exposed to be a lie.” Gavin Haran, head of asset …

Private equity investor Sun European Partners has shifted its focus from typical turnaround investments to 'good companies that we can turn into top companies', said Mark Corbidge, head of Sun Capital's European subsidiary, in an exclusive interview with …

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in commodity and other input prices sufficient to cause an inflation surge? Opinions differ widely, as is evident from the views of various asset managers. Bert …

Green investing rules nuanced

Quintet globalises asset allocation

Luxembourg slips in green finance ranking

Capital Group: China adopts dual-track strategy

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

"EM green bonds have more impact"

Are US equities too expensive? Yes, but…

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

Sun European Partners: no more turnaround investments

Inflation or no inflation? The jury is still out