It’s not only the winner you need to predict, says one portfolio manager
Majority agree it is now too big to be absorbed into the broad emerging market asset class
But that doesn’t mean they are particularly happy about it
Overall positive view is intriguing, considering their pessimistic view of the general economy
Swedish national pension fund expands position in green impact strategy
But overlook equities as they try to capitalise on ‘unprecedented buying opportunity’
What do asset managers make of recent political changes in Paris?
‘It implies that there will be pan-European taxes to finance the payback of the debt’
Does financial aid change the investment case for recipient firms and industries?
Historical data suggests that epidemics do not impact markets long-term