How much insight can sentiment data really offer?
Especially when it comes from non-traditional sources like social media and news articles
Investment Strategy
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Recovery gives UK equities a shot in the arm
Companies whose fortunes are intertwined with the easing of restrictions among the most sought after
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Four themes set to dominate the life sciences industry
When investing in an exciting, high-growth area: you need to separate the hype from the reality
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Are income and ESG incompatible?
‘Dividends tend to come from more mature (browner) companies and industry groups’
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EU adopts ambitious package to drive sustainable funding
But some still doubt that the measures will go far enough
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Tesla, VW and the race for EV domination
‘There’s no doubt the electric vehicle market is a major structural growth story’
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Sustainable farmland at heart of latest Kempen fund
It will provide a ‘significant, concrete contribution’ to the achievement of five SDGs
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Passive funds leave active in the dust
Investors behaving like fund managers by trading active funds opportunistically and ‘buying and holding’ index trackers
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Is healthcare a defensive play right now?
Bargains may be thin on the ground but there are good opportunities, says one CEO
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Six ways to capitalise on post-Covid property trends
‘A cookie-cutter approach to real estate development, ownership and management will no longer work’
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Five funds that offer solid exposure to China
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term
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China returns from the cold
But delivering growth last year does not diminish lack of ESG and threat of US market shutout