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
Analysis
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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
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10 funds for a world in transition to a low carbon future
Square Mile outlines the funds it believes will deliver on their promised impacts
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Vaccinations and markets to move in tandem?
Inoculation rates to be best ‘barometer of equity market sentiment’ – but concerns over patchy progress
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2020 not as bad for European managers as it could have been
Asset classes experienced big popularity shifts but support packages proved to be a stabilising force
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Investment firms eye up silver and 5G
But European recovery expected to lag emerging market and US rebound