In a world where ill-founded opinion vies for airtime with well-grounded research, it is more important than ever to be able to pinpoint the latter
Author Archives: Expert Investor Europe
ESMA gears up to tackle ‘complex and multi-faceted’ greenwashing
‘Advancing the sustainability agenda is crucial, particularly as investor preferences shift to environmentally friendly financial products’
Revealed: All the winners of the 2022 Nordics Refinitiv Lipper Fund Awards
Given the contrasting series of market environments investors have had to deal with over the last three years, it is quite the understatement to suggest delivering the best risk-adjusted returns has been a challenge. As such, a consistent and tried-and-tested methodology to identify such performance has been – and looks set to continue to be […]
Can you ground your investments as inflation takes off?
Inflation is taking off as economies surge out of lockdown, supply bottlenecks emerge and energy shortages have sent the price of oil and gas soaring. While a return to 1970s levels is unlikely, we anticipate that inflation will remain above central bank targets for some time. That begs the question: which assets provide the best shield […]
How digital disruption modernised the EM investment case
Past decade has seen a considerable shift the in emerging market story
Does investing in China align with ESG?
The Age of Transformation centres on the world’s transition into a new economic environment and the accompanying trends contributing to a more sustainable and inclusive world. But what happens when these trends appear to collide with the end goals? As the world’s biggest source of carbon emissions, at 28%, China’s contribution to the Glasgow COP […]
COP26: success or failure?
We must remember that any outcome from COP must be a compromise. Decisions must be unanimous across its 197 members, which is hard to achieve. So rather than expecting clear decisions to all the issues raised, perhaps it should be viewed as a forum for generating compulsion on critical matters, catalysing new ideas, opening new […]
The independent boutique advantage
Nedgroup Investments unveils its ‘Seven Golden Rules’ of fund manager selection
Liquid Alts: a phoenix from the ashes?
They were plagued by issues like managing ‘unconstrained’ strategies in ‘constrained’ vehicles, wishful thinking and back-tested results, and an aggressive hot-dot sales culture
