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With a successful and orderly energy transition “far from guaranteed”, disruptive themes are set to profoundly affect financial markets for years to come, the asset manager said in a new report. Investors should act – and potentially reallocate – accordingly.
Markets have moved sharply to reprice Chinese assets upwards after the world’s second-largest economy signalled its reopening. However, some doubt the sustainability of the current bull market, saying key ingredients for a lasting recovery are missing.
Vanguard Group Inc. has drawn many headlines in recent weeks following its decision to “give back” billions of dollars in investment mandates to Australian industry funds. According to Bloomberg reports, the group has been implementing similar strategies in China and throughout the world. The return of (or what some see as a refusal to continue…
Rethinking the macro and cross-asset research : what we have learned from the COVID-19 crisis
What we have learned from the Covid-19 crisis