Where next as government bonds lose power of diversification?
Traditional diversification potential ‘shrunk even more significantly in 2020’
PA Analysis
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Is rampant China becoming too hot to handle?
New mutual funds launched in China attracted $389bn in 2020, up 90% on 2019
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Emerging markets and ESG on a collision course as universe expands
Number of European-domiciled ESG EM strategies has shot up 90% since 2017
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Fund boards warned there’s more to showing value than just producing a report
Shiv Taneja thinks regulator will also want evidence of how company culture provides value
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What constitutes best practice when it comes to engagement?
Stewardship and engagement at the forefront of investors’ minds as this year’s proxy voting season draws nearer
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Gamestop trading frenzy fuels fears of next equity bubble
Ruffer warns of ‘over-exuberant’ markets but other investors think stocks have further to climb
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Vaccine optimism spurs fund buyers to take more risk
Last Word Research finds buoyant investors moving out of cash and money market funds
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Investors split on infrastructure’s safe haven status
Asset class has long-term potential amid government-backed green initiatives but valuations are looking stretched
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Advice industry picks apart FCA pension transfer tool
Advisers and consultants wanted to work their way through the tool before commenting. Now they have.
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Is there any value left in old economy emerging market stocks?
‘We see no fundamental justification for value stocks to be quite so unloved’
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The three big themes dominating markets this year
Vaccine rollout, Joe Biden’s US and Brexit deal will be front of investors’ minds
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Advisers left in limbo over ESG suitability rules post-Brexit
FCA unlikely to stray far from the EU blueprint but one expert warns sustainability rules could take up to two years to materialise
