China’s economy risks a sharp slowdown in growth

China’s economy risks a sharp slowdown in growth

🕔18:02, 12.Nov 2021

Investors in China should prepare for a rough patch. The economy is slowing, and regulations are tightening in several industries. The economic cycle turned in June/July, based on the official Purchasing Managers Index readings and other indicators that we track.

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Be strategic when realizing tax losses

Be strategic when realizing tax losses

🕔10:42, 12.Nov 2021

The routine for many investors is to harvest losses in December. But end-ofyear harvesting could mean missed opportunities. There are many possible reasons why investors decide to harvest tax losses at the end of the year. Perhaps they take pride

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Long-term outlook: World macro economy

Long-term outlook: World macro economy

🕔10:33, 12.Nov 2021

A key factor in the past year has been the unprecedented fiscal and monetary support. The initial economic impact of the Covid-19 pandemic and the subsequent rebound have been different for many countries. As the pandemic started in China, that

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Podcast: Positive Impact Equity | Performance & positioning

Podcast: Positive Impact Equity | Performance & positioning

🕔09:45, 12.Nov 2021

During 2020 the market went through a number of distinct phases from, 1) ignorance of the impending COVID-19 effects (January, February) to, 2) panic (end of February to mid-April) to, 3) the “world will need to change” as a broad

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Healthy cities

Healthy cities

🕔08:22, 12.Nov 2021

The Covid-19 pandemic has put the onus on health. Well-designed and well-serviced cities are a key piece of the puzzle. Smart cities aren’t just about robotics and futuristic design. To be truly smart, they also need to protect and promote

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