China returns from the cold
But delivering growth last year does not diminish lack of ESG and threat of US market shutout
Investment
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Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice
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Hong Kong boutique asset manager plans Europe expansion
Makes strategic hire based in Switzerland
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Are emerging market policy cupboards bare?
Developed markets have had a jump on the vaccine, will the same hold true for the recovery?
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An investor’s view on UK commercial real estate
Retail has been hit hard but there is a lot more to the sector
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Is Bitcoin a modern-day bearer bond…
Or the second coming of the internet?
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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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GAM braces for CHF 380m hit
As inflows return to its investment business for the first time in two years
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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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Shareholders ramp up pressure on HSBC to cut fossil fuel exposure
‘Five years after the Paris agreement was signed, it continues to pour billions into the coal sector’
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Delayed blue wave causes chaos in the Capitol
But control of the Senate does not give Democrats free rein
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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