European fund selectors view 2021 with optimistic eyes
Cash allocations expected to drop as investors look to deploy capital
Analysis
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Rival Emerging Markets gaining ground on China
Money pulled from sectors that served portfolio managers well last year
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Are we on the cusp of a commodities super-cycle?
‘The green revolution is very metal-intensive’
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Is infrastructure just a safe haven for investors right now?
Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues
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Is infrastructure just a safe haven for investors right now?
Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues
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Zombie revival, improving fundamentals and monetary policy
The outlook for high yield in 2021
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China returns from the cold
But delivering growth last year does not diminish lack of ESG and threat of US market shutout
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Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice
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How asset allocators can rise to the challenge in 2021
Agility, efficiency and aligning fragmented systems are key factors
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Time to shine for Europe’s neglected small caps?
It’s a ‘stockpicker’s market’ so backing the right manager will be key
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Is 2021 the year of European equities?
‘Seemingly infinite central bank liquidity is supporting the optimistic and risk-on sentiment’ says one portfolio manager
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Will SFDR be meaningful and not a confusing productivity drain?
It did not have an auspicious start and even after a rewrite the rules may prove excessively prescriptive