Although it was never a conscious decision, the fact that the DWS real estate fund Europe II is managed by three female fund managers has become "a thing," notes Jessica Hardman of DWS. "There is still a lot to be done if the real estate and investment …

Quietly, Luxembourg has built substantial fund investment access to the Chinese market. This was highlighted at the “Access Channels” roundtable at Luxembourg for Finance’s China Finance Forum 2021. With Chinese markets being some of the fastest growing …

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an inflationary environment in the coming years. This puts him in direct opposition to the ‘queen of disruption’, Cathie Wood, who does not expect strong and lasting …

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the latter segment that the greatest danger lies, given the strong dominance of retail investors. Cathie Wood with its ARK ETFs is a perfect example of this. Good …

Be under no illusion. Discussions around the EU green investing taxonomy are likely to go to the wire. Although April saw publication of a likely draft text, complex political discussions are set to continue. This will have implications for suitability …

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation framework. "Focusing your bond portfolio on Europe has a lot of jeopardy in it," says CIO Bill Street in an interview with Investment Officer. "We are moving all …

Luxembourg slipped two places in an international ranking of the quality and depth of green finance offerings in financial centres. Luxembourg ranked in 6th place, putting it in the top 15 green finance centres. The Grand Duchy is second in the EU in the …

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert Lovelace (photo) and fund manager Christopher Thomsen, agree that understanding the country means looking into its past. China has has undergone a profound …

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing, China is doing the accept opposite. On the long term, this will lead to an appreciation of the renminbi and a depreciating dollar which will push inflation …

Green bonds in developed markets often appear greener than their counterparts in emerging markets. But investors should read too much into this, according to Maxim Vydrine, manager of the Amundi Emerging Markets Green Bond Fund. ‘The positive …

Three female fund managers, “apparently notable”

Luxembourg's burgeoning China connection

The tug-of-war between Michael Burry and Cathie Wood

Ethenea: avoid deep value and overvalued growth stocks

Green investing rules nuanced

Quintet globalises asset allocation

Luxembourg slips in green finance ranking

Capital Group: China adopts dual-track strategy

GaveKal: China's radically different answer to US fiscal spending

"EM green bonds have more impact"