Opinion
Inflating US exceptionalism
Fed's new policy is not about creating inflation for its own sake
TEMIT's Seghal and Ness: Covid-19 vaccine optimism boosts investor confidence
Emerging markets overall felt a dose of optimism in August amid hopes for a Covid-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Chetan Sehgal, lead portfolio manager and Andrew Ness, portfolio...
Sparrows Capital: Great expectations management
It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.
Why we like the asset class investors love to hate
Forever associated with the 2008 Global Financial Crisis, mortgage-backed securities struggle to escape their bad rap. This is precisely why we are finding value in them now.
Value opportunities for vaccine optimists
Who are the winners and losers during the pandemic?
ASI's Martin Gilbert: What is the 'new normal'?
Closing one chapter and beginning another is not easy
AllianceBernstein's Qiu: Debunking the myths of high-priced tech stocks
Where now for the sector?
How much longer will value funds keep heads above water?
Redefining value amid high-profile manager exits
Silver linings playbook: Why Covid-19 can be the turning point for the green economic transition
Going green is a sound economic decision
Private and institutional investors must step up in the race to achieve Agenda 2030
Climate emergency calls for greater financial backing
Too hot to ignore: Capital markets finally combatting climate change
Why environmental risks need to be priced in
Tesla share price shows US market is going its own way
Hitting new highs after stocks hit new lows
#TalkAboutBlack: 2020 is the year to reset your firm's mindset
Better leadership needed on diversity and inclusion
Adapt to a 'new normal': Investment careers in the wake of coronavirus
The changing face of office working
Investing in innovation will bridge gap between dreams and reality
Grasping tech opportunities to build better futures
Food for thought: A sustainable take on agricultural investing
Creating a resilient food system
The IA's Cummings: Investment managers must meet consumer demand for responsible funds
Spike in savers backing ESG vehicles during pandemic
The push for management openness: Why activists are targeting Japan
Promoting greater dialogue with shareholders
Why global investors will start upping exposure to EMD assets
Experiencing dealing with macro shocks an advantage
Federated Hermes' Kukuljan: The five ways to invest in pandemics
Top themes for a sustainable future
Opportunities and risks abound as IPO drought comes to an end
Caution still needed in rush for floatation
The EU's Green Recovery Plan: Five areas investors will be watching
Key targets to look out for
Weakening fundamentals in high yield create a dramatic uptick in fallen angels
A close eye on deteriorating corporate fundamentals
Exam U-turn provides opportunity for student sector growth
Breathing new life into student accommodation
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