The concept of a green premium or ‘greenium’ has been mooted and disputed but may hold some water
Author Archives: Cherry Reynard
Talk of US dominance giving way to China is premature
The two super-powers may have to learn to co-exist, albeit uneasily
Don’t forget the ‘S’ and the ‘G’
Environmental funds and infrastructure projects stole the spotlight from social and governance opportunities
Tesla boss’ financial woes founded in rising real yields
Is this a sign that European investors should back away from fixed income?
Has Mifid II research unbundling experiment succeeded or failed?
‘Larger fund groups can afford to bring in the analysts they need, but it’s tough for boutiques’
Rival Emerging Markets gaining ground on China
Money pulled from sectors that served portfolio managers well last year
China returns from the cold
But delivering growth last year does not diminish lack of ESG and threat of US market shutout
Time to shine for Europe’s neglected small caps?
It’s a ‘stockpicker’s market’ so backing the right manager will be key
Will SFDR be meaningful and not a confusing productivity drain?
It did not have an auspicious start and even after a rewrite the rules may prove excessively prescriptive
