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Category: Analysis

Rubber stamps discarded as AGM season approaches

by David Burrows 24 February 202126 March 2021

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

Is healthcare a defensive play right now?

by David Burrows 22 February 20211 April 2021

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

Has Mifid II research unbundling experiment succeeded or failed?

by Cherry Reynard 18 February 202131 March 2021

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

What now for Asia’s debt markets?

by David Burrows 18 February 202130 March 2021

Chinese property and Thai banks are garnering interest

European fund selectors view 2021 with optimistic eyes

by Lottie McGurk 16 February 202129 March 2021

Cash allocations expected to drop as investors look to deploy capital

Rival Emerging Markets gaining ground on China

by Cherry Reynard 9 February 202130 March 2021

Money pulled from sectors that served portfolio managers well last year

Are we on the cusp of a commodities super-cycle?

by Cherry Reynard 8 February 202128 March 2021

‘The green revolution is very metal-intensive’

Is infrastructure just a safe haven for investors right now?

by David Burrows 4 February 202128 March 2021

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

Is infrastructure just a safe haven for investors right now?

by David Burrows 3 February 202128 March 2021

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

Zombie revival, improving fundamentals and monetary policy

by Expert Investor Europe 1 February 202130 March 2021

The outlook for high yield in 2021

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