For the want of a chip, the recovery was lost
‘Supply-side constraints are biting, inserting a wedge between soaring new orders and lacklustre production’
Investment
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Over half of global AUM in funds committed to climate goals
‘No investor wants to miss out on the opportunities of the global decarbonisation underway’
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Will investing in student housing always balance the books?
Attending a ‘really expensive book club’ for three years may become far less appealing and affordable
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European stock recovery to outpace the US?
American and Asian investors are becoming net buyers of European shares
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How to separate the banking wheat from the chaff
Valuations reached all-time lows in 2020 on a price/book value basis
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Pension fund exits firms with ties to West Bank settlements
It had NOK 275m invested in the 16 companies
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Dark clouds on the horizon for UDI?
German company’s knuckles were rapped by the regulator which ordered it to immediately pay back investments from seven funds
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Cruise liners leave port – but will investors get back onboard?
‘The first quarter of 2020 saw 54 infected ships with 2,592 ill crew members and passengers around the world’
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Columbia Threadneedle global CIO to retire
Successor named as current EMEA CIO and global head of equities
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Which asset classes will shine in a world living with covid?
Healthcare looks like a good bet – but maybe not in the way you would expect
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The long and the Big Short of it
GameStop debacle drives one hedge fund to the wall – will others follow as activist investors try to beat institutions at their own game?
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Greenpeace fires warning shot over greenwashing
After finding that many Swiss and Luxembourg funds do not live up to ESG expectations