How asset allocators can rise to the challenge in 2021
Agility, efficiency and aligning fragmented systems are key factors
Analysis
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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
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What does 2021 have in store for investors?
DWS CIO expects European stocks to lag while five climate themes will benefit from rising commitments
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Will post-Brexit Britain be attractive to European investors?
It has looked cheap for a while, but that hasn’t been enough so far
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Plethora of climate fund launches feels like Dotcom déjà vu
Is there a bubble in the making?
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Hunting for income in 2021
There seems little doubt that investors are going to have to be more creative in the year ahead