The American exceptionalism will finally make way for outperformance of European and EM equities, according to JP Morgan AM’s annual long-term capital market assumptions. ‘The American exceptionalism of recent years has been dominated by technology …

In recent years it has been impossible for global equity funds to beat the index without a substantial allocation to the FAMANG stocks. But the Global Disruptive Opportunities fund of CPR AM, a boutique of Amundi, has done it. We asked fund manager Wesley …

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money market funds or the oil price exceeding the $100 mark? No, it was the introduction of the iPhone in 2007. And what’s the event of 2020? Surely it is …

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit gains in value stocks while growth companies saw their share prices tumble. Is this the long-awaited rotation to value? Especially technology stocks and …

Hydrogen will play a key role in the energy transition and will therefore offer plenty of opportunities for investors. However, investors should not underestimate the diversity of the hydrogen market, according to Candriam. The Belgian asset manager notes …

Is the European Commission planning to regulate European corporate governance practices? Last week, we highlighted the on-going sustainable corporate governance initiative, which is exploring options at the EU level. Karen Wauters of the Luxembourg …

The too-close-to-call race in the US presidential elections is the worst possible outcome for investors as it will make it difficult to implement an effective stimulus package for the economy, according to asset managers. We should bear in mind the …

Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of the Comgest Growth Asia Pacific ex Japan fund. But there are other trends investors in the region can benefit from, such as China’s planned switch to gas. …

A victory of Joe Biden in the US presidential election will bring an end to the dominance Wall Street growth stocks in favour of cheaper cyclical stocks, according to UBS AM. Tomorrow, 3 November, the American people will decide on their new president. …

European sustainable funds attracted inflows of €52.6 billion in the third quarter of 2020, bringing total assets in sustainable funds to €882 billion according to figures from Morningstar. Net inflows were slightly down from the €55.5 billion in the …

JP Morgan AM: US equities make way for Europe and EM

Outperformance without big tech? It’s possible!

GaveKal: not Covid but the renminbi is the event of 2020

Covid-19 vaccine: has the value rotation arrived?

Hydrogen – the next frontier for energy investors

ILA: companies should prepare for EU regulation on corporate governance

Asset managers: neck and neck election race ‘worst possible outcome’

‘Investors can benefit from Chinese switch to gas'

‘Biden victory will lead to value rotation’

Sustainable fund inflows continue rise