Is there an ESG silver lining to Covid?
Oil pressure and green deals add to building momentum
Analysis
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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?
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ANALYSIS: Is EU bailout the first step to fiscal integration?
‘It implies that there will be pan-European taxes to finance the payback of the debt’
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Should company bailouts mean sector rethinks?
Does financial aid change the investment case for recipient firms and industries?
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Are European fund manager M&A deals in line for a covid kick?
Few major mergers compared with other regions, but that may be down to a different way of thinking
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Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity