The future role of the activist investor?
Shareholders might just be the last bastion when it comes to demanding justice
Analysis
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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’
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How EM companies are key to building a sustainable planet
They are uniquely placed to provide many of the solutions
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For the want of a chip, the recovery was lost
‘Supply-side constraints are biting, inserting a wedge between soaring new orders and lacklustre production’
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Will investing in student housing always balance the books?
Attending a ‘really expensive book club’ for three years may become far less appealing and affordable
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European stock recovery to outpace the US?
American and Asian investors are becoming net buyers of European shares
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How to separate the banking wheat from the chaff
Valuations reached all-time lows in 2020 on a price/book value basis
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Dark clouds on the horizon for UDI?
German company’s knuckles were rapped by the regulator which ordered it to immediately pay back investments from seven funds
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Which asset classes will shine in a world living with covid?
Healthcare looks like a good bet – but maybe not in the way you would expect
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The long and the Big Short of it
GameStop debacle drives one hedge fund to the wall – will others follow as activist investors try to beat institutions at their own game?