Analysis Archives - Page 3 of 40

Rubber stamps discarded as AGM season approaches

Remuneration and climate change-related policy will be under the microscope

Bargains may be thin on the ground but there are good opportunities, says one CEO

‘Larger fund groups can afford to bring in the analysts they need, but it’s tough for boutiques’

Chinese property and Thai banks are garnering interest

Cash allocations expected to drop as investors look to deploy capital

Money pulled from sectors that served portfolio managers well last year

‘The green revolution is very metal-intensive’

Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues

Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues

The outlook for high yield in 2021