Are we on the cusp of a commodities super-cycle?
‘The green revolution is very metal-intensive’
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
‘The green revolution is very metal-intensive’
But delivering growth last year does not diminish lack of ESG and threat of US market shutout
It’s a ‘stockpicker’s market’ so backing the right manager will be key
It did not have an auspicious start and even after a rewrite the rules may prove excessively prescriptive
Asset classes experienced big popularity shifts but support packages proved to be a stabilising force
Is there a bubble in the making?
There seems little doubt that investors are going to have to be more creative in the year ahead
It’s not just property funds that are causing headaches
Asset class faces lower yield, better performance may be behind it and issuance is abundant
‘There are certain sectors where the long-term viability is in question’
Is a drawn out and ugly battle for the White House looming?
European investors may need to react quickly depending on who wins the White House