Inflation jitters to remain for some time
But the important question is whether the rise will feed on itself once the economy reaches a new relatively stable equilibrium
Analysis
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How did world’s biggest vaccine producer fall so badly behind?
If rollout does not speed up, the knock-on effect will have widespread global repercussions
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Industry wary of AIFMD tinkering
June 2020 review found the directive worked well – so why open Pandora’s box?
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R&D is key to quantifying the value of firms
High levels of reserach and development can bolster sustainability credentials
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Splits emerge in green bond preferences
Dutch and Nordic investors lead the way – but in different directions
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Is technology still a good investment?
Firms have had lacklustre share price performance despite stellar results
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Commodities gain ground as ESG advances
Metals will play a key role in building green infrastructure
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PGIM pursues hearts and minds in Europe
‘It was early in the morning, the US wasn’t up yet, and I had to make the decision’
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Are income and ESG incompatible?
‘Dividends tend to come from more mature (browner) companies and industry groups’
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Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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Inflation fears mount for fund managers
But are their concerns really warranted?
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Is Asia on the backfoot when it comes to ESG?
‘Suppression of ethnic groups such as the Uyghurs, Tibetans and Mongols has attracted considerable international attention’