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Climate transition offers fundamental investors opportunities

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Contrarian prefers growth over green concerns

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WTW: climate transition is more than CO2 reduction

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Energy transition ushers in biggest bull market ever

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ABP's risk/return ratio: a false dilemma

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Economic analysis: energy shortage rises vertically

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From left to right: Lorenzo Codogno, Ignazio Angeloni and Nicolas Véron.
Asset Managers

Protectionist reflexes still stand in the way of Europe’s champions

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Investing

What remains of ‘Who cares wins’? ESG after 25 years in perspective

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The continuation of the semiconductor supercycle

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PDVSA is Venezuela's state oil company. Photo: Wikimedia.
Asset Allocation

Venezuela, Greenland and the return of spheres of influence

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Laws and Regulations

White House reins in proxy firms, curbing shareholder power

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Dimensional Fund Advisors is based in Austin, Texas. Photo: Roy Niswanger via Flickr CC-BY-2.0.
Asset Managers

Forward rates: the unchallenged prophet

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Asset Allocation

BlackRock advises: Sell US Treasuries

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Asset Allocation

Janus Henderson: inflation of up to 5% in 2021

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Asset Allocation

Chief economists disagree on post-corona market outlook

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Asset Allocation

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