How much heed should investors pay to Chinese political risk?
‘The current skittish attitude towards China has driven down a lot of share prices’
Analysis
-
-
Mistakes and anomalies drive momentum investing
The premium is linked to behavioural biases as opposed to risk
-
More hammer blows for UDI investors
Insolvency proceedings opened against more of its companies
-
Value firms that value their customers
Gyms, airlines and cruise ships did not have the best consumer relation reputations before the pandemic and they’re suffering for it now
-
China looks set to loosen the purse strings again
But it may not be to the degree most Western investors expect
-
Investing in an ageing population
Demographics are shifting in one direction and cost pressures are only going to rise
-
As high inflation bites, where do we go from here?
Predictions are all over the shop and equally entrenched
-
Putting all eggs in an investment basket won’t solve the climate crisis
Vast sums of money flow into ESG strategies but firms act on behalf of clients, not the planet
-
What next for Germany as it says ‘Auf Wiedersehen, Angela’?
Whoever succeeds Merkel as chancellor will have to hit the ground running as covid cases are, once again, on the rise
-
Bearish stance on European economy does not extend to equities
Despite sharp decline in recovery expectations
-
Class action to be filed against German investment company
The firm said ‘due to the ongoing insolvency proceedings, interest and repayments are no longer possible’
-
Is the global macro/policy backdrop still supportive of credit?
The current yield-curve dynamics are not what we would normally expect in this stage of the business cycle