Rotation from defensives to cyclicals
Fund managers from this year's Sustainable Investment Conference explain how they place sustainability at the heart of their investment process and identify the key stocks and themes driving their funds.
Managed by Matthieu Fleck in Geneva
Vietnam and LatAm looking attractive
The long-promised robotics revolution has arrived. True, it is not quite what people imagined only a few decades ago. The humanoid automata beloved by science fiction are still at best fringe novelties.
US dollar 20% overvalued
Increasing uncertainty
Baidu, Alibaba and Tencent