Unlike 2008, they are a key part of the solution to this crisis rather than the cause of the problem
Author Archives: Expert Investor Europe
What has been going on with Bitcoin?
Global markets fell back in March 2020 but the cryptocurrency was quick to rebound – and beyond expectations
A better business case for sustainable battery-cell production
They are a vital element of the green transition but struggle to deliver strong ESG scores
Is it finally the era of Asian dominance?
The term ‘Asian Century’ entered common usage in the 1980s, as a way of describing the region’s anticipated economic dominance in the 21st century, writes Sunny Bangia, portfolio manager at Antipodes Partners.
Sounding the call for better governance by – and for – investors
In light of recent events, there has surely never been a better time to focus on the often-overlooked ‘G’ of ESG
Six ways to capitalise on post-Covid property trends
‘A cookie-cutter approach to real estate development, ownership and management will no longer work’
Five funds that offer solid exposure to China
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term
The Gulf’s new role in emerging markets
Fiscal balances which averaged surplusses of 9% are expected to turn to annual average deficits of 3-4%
How asset allocators can rise to the challenge in 2021
Agility, efficiency and aligning fragmented systems are key factors