Should worsening East-West trade tensions worry investors?
G7 meeting showed relationship with China will remain ‘a source of uncertainty’
NN IP
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How much insight can sentiment data really offer?
Especially when it comes from non-traditional sources like social media and news articles
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Inflation jitters to remain for some time
But the important question is whether the rise will feed on itself once the economy reaches a new relatively stable equilibrium
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R&D is key to quantifying the value of firms
High levels of reserach and development can bolster sustainability credentials
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Splits emerge in green bond preferences
Dutch and Nordic investors lead the way – but in different directions
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Commodities gain ground as ESG advances
Metals will play a key role in building green infrastructure
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Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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Is Asia on the backfoot when it comes to ESG?
‘Suppression of ethnic groups such as the Uyghurs, Tibetans and Mongols has attracted considerable international attention’
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NN IP under strategic review
A range of options are on the table, including divestment
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How to play to covid recovery?
Uneven vaccine roll-out behind differences in equity and fixed income market performance, says one strategist
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Is EMD an option for income-starved investors?
Amid a gloomy picture, there are signs that emerging market debt may have better times ahead
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NN IP launches sovereign green bond fund
As it predicts total issuance could jump 50% compared with 2020