Property remains a big draw – but at what cost?
Pricing out locals could be a PR disaster in the making
Analysis
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What have we learned about SDG credit investing?
Fund managers can be buffeted between hitting goals but delivering poor performance and vice versa
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Latin America and the commodities supercycle
Is this the ‘secret sauce’ in the region’s recovery?
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Have the rules changed on how bad news impacts bottom lines?
History suggests an explosion in Germany may not have the significant financial fallout some investors expect
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How successfully is the EU tackling climate change?
Will complex proposals drive away investors?
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Jitters as China reels in support for debt-laden SEOs
But it ‘shows Beijing’s determination to end the implicit guarantees and allow the market to discipline zombie firms’
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Equities set for golden Olympic summer
‘Governments seem to focus more on reviving economies and people’s spirits, after a depressing spring’
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Data is only as good as our understanding and reporting of it
The same information set can produce vastly different interpretations
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The future role of the activist investor?
Shareholders might just be the last bastion when it comes to demanding justice
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Risky assets need a rebalance as recovery accelerates
‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen
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Is everyone gearing up for high inflation?
Questions abound about whether the economic turbulence will be long-term or short lived
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Biden takes aim – but is it a cannon or water pistol?
‘When past presidents faced similar threats from growing corporate power, they took bold action’