Is everyone gearing up for high inflation?
Questions abound about whether the economic turbulence will be long-term or short lived
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Questions abound about whether the economic turbulence will be long-term or short lived
‘Supply-side constraints are biting, inserting a wedge between soaring new orders and lacklustre production’
‘No investor wants to miss out on the opportunities of the global decarbonisation underway’
American and Asian investors are becoming net buyers of European shares
Valuations reached all-time lows in 2020 on a price/book value basis
It had NOK 275m invested in the 16 companies
Successor named as current EMEA CIO and global head of equities
Healthcare looks like a good bet – but maybe not in the way you would expect
GameStop debacle drives one hedge fund to the wall – will others follow as activist investors try to beat institutions at their own game?
It’s hard not to feel a strong sense of home bias; as the Netherlands take on the Czech Republic, where seizing opportunities is the name of the game
G7 meeting showed relationship with China will remain ‘a source of uncertainty’
‘European sustainable investment landscape evolving extremely rapidly’