David Lloyd

Asset Allocation
February 16, 2021

‘EM equities more attractive than ever before’

Carmignac says all lights are green for an investment in emerging markets. The weakening dollar and…
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Asset Allocation
February 15, 2021

‘Our quality companies are inflation-proof'

Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary…
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Asset Managers
February 12, 2021

Storytelling gaining importance for fund managers

The story behind an investment fund or asset manager is taking an increasingly important place in…
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February 11, 2021

EU-UK financial services relations threatened by mistrust

Signs of how the EU will seek to remould its relationship with the UK on financial services are…
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Asset Allocation
February 10, 2021

Why Tesla buys bitcoin

When Tesla’s annual report was released on Monday, it stated that the firm had bought $1.5 billion…
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Asset Allocation
February 9, 2021

‘Post-Brexit M&A could boost UK equities’

The UK equity market has been underperforming ever since the Brexit year of 2016. Now that Brexit is…
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February 5, 2021

Additional SFDR requirements to prevent greenwashing

The European Supervisory Authorities (ESAs) EBA, Eiopa and Esma have adjusted proposed requirements…
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February 4, 2021

A nightmare on Wall Street

Le short squeeze massif sur l’action GameStop a bouleversé les rapports de force traditionnels à…
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February 4, 2021

ELTIF to get a makeover

Mobilising long term private sector funding for ambitions such as the green industrial revolution is…
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Asset Managers
February 3, 2021

Alger Small Cap Focus: the secret behind its success

Amy Zhang has been one of America’s best-performing fund managers for quite some years now. What’s…
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Asset Allocation
January 29, 2021

‘Growth in power semiconductors to continue for 10 more years'

Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To…
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January 28, 2021

GDPR and Brexit: another deadline

Personal data transfers in general, and in the financial sector in particular, are one of the many…
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Family Offices
January 27, 2021

European family offices ahead in sustainable investing

The average European family office has invested 16% of their assets sustainably. This is much more…
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Asset Allocation
January 26, 2021

‘20% upward potential for European banking stocks’

The share prices of European banks have been rising in recent months, and their rally has further to…
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