07 May 2024 ‘Europe is very attractive for dividend investors’ With a sophisticated dividend strategy, the Goldman Sachs Eurozone Equity Income...
30 April 2024 Asset managers struggle with defence investments For years, it was taboo for funds to put money into arms manufacturers. Now...
30 April 2024 Baillie Gifford: cautious investors undervalue growth stocks Equity investors cling excessively to certainties and undervalue innovations...
11 April 2024 ‘Keep going, there’s nothing to see here’ The European Central Bank (ECB) is charting a course of strategic patience...
09 April 2024 Alternatives continue dynamic growth Sofia Harrschar, head of alternative investments & structuring at Universal...
28 March 2024 Investors warm up to defence as geopolitical risks rise Sentiment around defence stocks appears to be on the upswing. Numerous investors...
21 March 2024 ‘A company’s ESG score says nothing about its returns’ Better ESG scores of listed companies do not necessarily lead to higher equity...
18 March 2024 China grapples with Western problems Comparatively minimal macroeconomic news of substance emerges from China...
15 March 2024 Chinese diversification Chinese stocks are the opposite of US Big Tech stocks in almost every way. They...
11 March 2024 Nvidia, world’s ‘most important stock’, keeps investors on edge As its market value surpasses two trillion dollars, investment analysts praise...