Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019
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インサイト
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019
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Emerging markets alert
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019
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Column
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019
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四半期アウトルック
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019
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インサイト
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018
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Emerging markets alert
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018
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Column
Risky CAPE ratios? Keep calm and reduce downside risk
High CAPE ratio levels do not signify an imminent end to the bull market.
27-07-2018
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インサイト
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018
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インサイト
Keep your eye on the prize
What a difference three months make!
17-04-2018
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Column
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
28-03-2018
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インサイト
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018
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インサイト
No need to panic over equity market correction
There is no need to panic over the equity market correction as the underlying global economy is strong, says Robeco’s Lukas Daalder.
06-02-2018
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インサイト
EU data protection regulation to boost the cybersecurity sector
New European data privacy regulation will create many opportunities for cybersecurity companies.
20-12-2017
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インサイト
Impact investing and Sustainable Development Goals
If you are in (sustainability) investing and you have not yet heard of the Sustainable Development Goals (SDGs), you probably have taken a sabbatical for the last year and a half.
