Opinion
Video,
May 2021
Consolidation risks seem high at current levels
CPR Asset Management has introduced optional hedges in its portfolios and has started to marginally reduce its net exposure to equities. The management company nevertheless retains a bias favorable to the value segment, the potential of which remains significant in its (...)
News,
May 2021
Investing in Tech Giants with Evolve ETFs’ FANGMA ETF tracking Solactive Index
Recently, the FANG-gang admitted two new members, Microsoft and Apple, in their prestigious club, effectively forming FANGMA. Evolve ETFs, one of Canada’s fastest-growing ETF providers, now released a new ETF including these six FANGMA (...)
Strategy,
May 2021
Japan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot. The analysis of Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger (...)
Opinion,
April 2021
Turkey – Here we Go Again
What does the appointment of the fourth central bank governor in less than two years mean for investors in Turkey? As have we have seen in the press, and to everyone’s surprise, last week the Turkish government replaced central bank chairman Naci Agbal, just four and a half (...)
News,
March 2021
World GDP Forecasts Revised Up After US Fiscal Stimulus Package
Global growth prospects are improving as fiscal support is stepped up sharply, economies adapt to social distancing and vaccination rollout gathers momentum, says Fitch Ratings in its latest Global Economic Outlook (GEO) released (...)
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