Erik Breen

Burry vs Wood
Asset Managers
May 19, 2021

The tug-of-war between Michael Burry and Cathie Wood

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an…
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Asset Managers
May 18, 2021

Ethenea: avoid deep value and overvalued growth stocks

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
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Sean Kidney, Climate Bonds Initiative
May 17, 2021

Green investing rules nuanced

Be under no illusion. Discussions around the EU green investing taxonomy are likely to go to the…
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Bill Street, Quintet
Asset Allocation
May 11, 2021

Quintet globalises asset allocation

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation…
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May 11, 2021

Luxembourg slips in green finance ranking

Luxembourg slipped two places in an international ranking of the quality and depth of green finance…
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Capital Group CEO Robert Lovelace
Asset Managers
May 10, 2021

Capital Group: China adopts dual-track strategy

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
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Asset Allocation
May 7, 2021

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

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
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Asset Managers
May 6, 2021

"EM green bonds have more impact"

Green bonds in developed markets often appear greener than their counterparts in emerging markets…
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Investing
May 5, 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide…
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Asset Managers
May 4, 2021

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

In a lot of funds investing in illiquid assets, such as property, daily dealing is likely to…
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Investing
May 3, 2021

Sun European Partners: no more turnaround investments

Private equity investor Sun European Partners has shifted its focus from typical turnaround…
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Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
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Martin Parkes, BlackRock
Asset Managers
April 29, 2021

‘PEPP to become the UCITS of pensions’

Despite some last-minute political tweaks, the Pan-European Personal Pension Product (PEPP) has the…
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Asset Servicing
April 28, 2021

Swiss firm buys Global Fund Analytics

Acolin, a Zurich-based provider of regulatory and cross-border fund distribution services across…
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