Investment
Investment | 6 Jun 18
China A-shares inclusion set to light ESG fuse
The opening of the China A-shares market to foreign investors provides a window for China-focused funds to push ESG criteria into greater prominence in the world’s second largest economy.
Finding value in EMD and alternative fixed income
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
Are listed family businesses the safer bet?
Concerns about family-owned companies tend to be distorted and data shows they outperform their non-family counterparts, according to Jean Keller, CEO of Quaero Capital.
Europe bulls could eye UK on political shocks
UK equities could be a beneficiary of Spanish and Italian political turmoil, despite investors playing down existential risk to the European Union from the peripheral economies.
Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.