Rubber stamps discarded as AGM season approaches
Remuneration and climate change-related policy will be under the microscope
Analysis
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Is healthcare a defensive play right now?
Bargains may be thin on the ground but there are good opportunities, says one CEO
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Has Mifid II research unbundling experiment succeeded or failed?
‘Larger fund groups can afford to bring in the analysts they need, but it’s tough for boutiques’
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What now for Asia’s debt markets?
Chinese property and Thai banks are garnering interest
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European fund selectors view 2021 with optimistic eyes
Cash allocations expected to drop as investors look to deploy capital
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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