An investor’s view on UK commercial real estate
Retail has been hit hard but there is a lot more to the sector
Asset Allocation
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Is Bitcoin a modern-day bearer bond…
Or the second coming of the internet?
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Time to shine for Europe’s neglected small caps?
It’s a ‘stockpicker’s market’ so backing the right manager will be key
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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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Have Biden win and vaccine brightened fund manager forecasts?
Equity markets have been quick to price in a return to normal
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Swiss portfolios lag on coal climate alignment
Majority of listed equity and corporate bond investors with divestment policies still have exposure
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Infrastructure a ‘huge opportunity’ from a net zero viewpoint
Head of strategic asset allocation at Aberdeen Standard says cost of capital is cheaper for renewables
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Forget the US election crystal ball
It’s not only the winner you need to predict, says one portfolio manager
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Asian investors see China as a ‘standalone’ market
Majority agree it is now too big to be absorbed into the broad emerging market asset class
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Luxembourg asset allocators to put more money to work
But that doesn’t mean they are particularly happy about it
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French fund buyers feeling bullish
Overall positive view is intriguing, considering their pessimistic view of the general economy