‘The current skittish attitude towards China has driven down a lot of share prices’
Author Archives: David Burrows
For more than 25 years, Dave has written for a wide range of newspapers and broadcasters including The Times,
The Financial Times, The Independent, The Wall Street Journal, The Mail on Sunday, Reuters and Sky News.
Previously nominated as National Financial Media Journalist of the Year, Dave specialises in investment features
and business profiles.
Mistakes and anomalies drive momentum investing
The premium is linked to behavioural biases as opposed to risk
China looks set to loosen the purse strings again
But it may not be to the degree most Western investors expect
Bearish stance on European economy does not extend to equities
Despite sharp decline in recovery expectations
Is the global macro/policy backdrop still supportive of credit?
The current yield-curve dynamics are not what we would normally expect in this stage of the business cycle
Is thematic investing the key to long-term performance?
Two themes transcended geographies and business sectors to top investor preference
What have we learned about SDG credit investing?
Fund managers can be buffeted between hitting goals but delivering poor performance and vice versa
Jitters as China reels in support for debt-laden SEOs
But it ‘shows Beijing’s determination to end the implicit guarantees and allow the market to discipline zombie firms’
Equities set for golden Olympic summer
‘Governments seem to focus more on reviving economies and people’s spirits, after a depressing spring’
Risky assets need a rebalance as recovery accelerates
‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen
