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Asset Managers
May 20, 2021
Luxembourg's burgeoning China connection
Quietly, Luxembourg has built substantial fund investment access to the Chinese market. This was…
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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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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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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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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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