With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.
The rise of semiconductors
New team from CloudRidge Capital
Despite 7% increase in AUM
Crisis brewing in emerging economies
'Mispricings due to emotional or herd trading'
Fourth attempt at inclusion
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Set to decide on 20 June