overview.news

Henrietta Pacquement, Wells Fargo
Asset Managers
August 3, 2021

Too-strict green benchmarks counterproductive

By only investing in the best of the best, sustainable investors are harming their interests, says…
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Shanghai
Investing
August 2, 2021

Gavekal: three biggest Chinese regulatory risks

What can we expect from China’s regulator in the coming period? This is a vital question given the…
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Robbie Miles
Asset Managers
July 30, 2021

Sustainable agriculture a genuine long-term theme

Allianz Global Investors can now offer an extensive thematic range, which was recently completed…
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Tom Wilson, head of emerging markets at Schroders
Asset Allocation
July 30, 2021

Southeast Asia Covid bargains

Equity markets in most emerging markets are lagging the US and Europe significantly this year. The…
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Asset Servicing
July 29, 2021

Alternatives state of play

How has pandemic affected the Luxembourg alternative fund sector? What is the shake out from Brexit…
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Jan Boudewijns
Asset Allocation
July 28, 2021

Prospects for Chinese education stocks remain very murky

In recent days we have seen a massive correction in Chinese stock markets, both in Hong Kong and the…
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Jack Neele
Asset Managers
July 27, 2021

Long-term trend plays through expensive stocks

“If you want to identify long-term trends, you would do well to select mainly companies that are…
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Dirk-Jan Schuiten
Private Banks
July 27, 2021

ABN Amro wants private markets as a fixed asset allocation component 

ABN Amro is broadening the options for clients who want to invest in private equity. For the first…
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Rod Ringrow
Asset Allocation
July 27, 2021

Invesco: Sovereign wealth funds increase their equity allocation

The ninth annual Global Sovereign Asset Managers Survey, conducted by asset manager Invesco, shows…
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Vincent Mortier
Asset Allocation
July 25, 2021

Amundi: A monetary policy mistake is now the biggest risk

A monetary policy mistake is now a very big risk about which markets are not taking sufficient…
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Image generated via AI.
Asset Managers

Wall Street’s gateway to the world runs through Luxembourg

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Jeroen Blokland
Opinion

Chart of the week: lack of buyers

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A copper mine in Montana. Photo: James St. John, CC BY 2.0.
Investing

No easy fix for world’s copper deficit, says industry executive

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Vestiging van TSMC
Expert Panel

Morningstar: JPMorgan vs. Polar Capital in emerging markets equities

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Gertjan Verdickt
Opinion

What if your economic memory is too good?

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