This week we want to take a step back from assessing cyclical conditions and second-guessing central bankers to take a look at the transatlantic relationship, spurred by a view “from the outside”, a long essay by Ding Gang, senior editor
For almost a century mutual funds have provided a simple and effective solution for investing: delegation to professionals, diversification through pooling of client assets, and security through a regulated legal structure. But times are changing, and so is the way
ETFs posted $2.1bn of net inflows last week. Equity gathered $1.4bn while Commodity exposures attracted $525mn. Fixed Income saw more muted net inflows of $249mn while Money Market ETFs lost $44mn.
Mike Gitlin, Capital Group’s head of fixed income, sets out the importance of investing in bond funds that deliver on their stated objective. He also explains what differentiates Capital Group from industry peers. We’ve heard you talk about the four
ESG integration can be an essential component to unlocking value. KEY INSIGHTS An increasing number of investors now acknowledge that ESG and value investing are not mutually exclusive. If ESG integration is implemented properly, it can be a crucial component to
Recessions are painful, no doubt about it. But they are necessary to clean out the excesses of prior growth periods, especially the more or less uninterrupted growth investors have enjoyed over the past decade.
Demographics, decarbonization, deglobalization, debt, digitalization The end of the divine stance (in particular core inflation Inflation is driven by both cyclical and structural factors. The inflation rate comprises a broad-based basked of consumption goods and services. Commodity and food prices
