Germany’s export model to suffer from covid deglobalisation
But investment opportunities in nation’s green technology sector may expand
Analysis
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Bonfire of the dividend payments
‘The covid pandemic has been every income fund manager’s worst nightmare’
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Further blows traded in EPF fraud case
Appeal to be lodged with the Belgian supreme court
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What has Covid-19 meant for water investments?
Handwashing has never been more important, but we are overlooking the fundamental element
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Is there an ESG silver lining to Covid?
Oil pressure and green deals add to building momentum
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Are European equities turning a corner?
They have held little appeal for global asset allocators in recent years
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The US dollar comes up smiling
Contrary to prevailing opinion, it is unlikely to get weaker over the short to medium term.
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Is now the right time to be chasing yield?
Liquidity is, has been, and will continue to be a key variable in the new order
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How high can gold go?
‘A rising dollar is usually accompanied by a weakening of gold prices and vice versa’
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How will global value chain disruption fallout affect trade?
Renationalisation of chains likely a longer-term process, say observers
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Dim outlook for European retail real estate
But baseline scenario sees 2022 recovery of FTSE Epra Nareit Developed Europe Index
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Is French instability a worry for investors?
What do asset managers make of recent political changes in Paris?