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January 27

Opinion The year of the rat: China’s Economy is strong but investors need to be on their guard

As China enters the Year of the Rat this Saturday (25 January), Jasmine Kang, Portfolio Manager at Comgest, the independent, international asset management group focused on quality growth investing, believes that China’s growth has become more sustainable but that (...)

January 20

News Irish banks make progress in NPLs but rocky road ahead

Irish banks have rapidly reduced non-performing exposures in recent years thanks to strong economic growth and a creditor-friendly restructuring regime. But recent developments may challenge this, just as Brexit beckons and late-cycle fears (...)

November 2019

Strategy Solving for 2020 : Ten for 2020

The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020.

July 2019

Opinion European equities have room to rally

The strong rally in markets during the first three months of 2019 reversed the trend seen at the end of last year. The US Federal Open Market Committee’s March meeting confirmed that the Fed has moved from mobilising against an inflation overshoot to trying to correct the (...)

July 2019

Note Sovereign Investors pivot away from Europe towards China

Invesco released its seventh Invesco Global Sovereign Asset Management Study, an annual in-depth report on the complex investment behaviour of sovereign wealth funds and central banks, which this year shows disenchantment with Europe among sovereign (...)

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