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European equities have been unsettled by escalating tensions between the US and several European countries over Greenland but there are other issues which dent optimism, including the lack of innovative tech businesses
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European equities have been unsettled by escalating tensions between the US and several European countries over Greenland but there are other issues which dent optimism, including the lack of innovative tech businesses
China, Taiwan and South Korea have driven the MSCI Emerging Markets index to deliver double-digit returns and outpace the MSCI World index which has prompted European asset owners to look at these opportunities
A combination of Donald Trump’s pestering and nervousness about America’s reliability as an ally - including concern Greenland might follow the fate of Venezuela - has prompted European nations to increase the amount they spend on defence. Does that mean asset owners view defence as an attractive investment opportunity? And could it even be defined as an ESG asset?
Nvidia, which makes the chips which power AI and which is at the forefront of the boom, has seen its share price go up 290 per cent over the past two years, leaving most market indices in the dust. So does that mean a bubble is forming?
The Northern Ireland Local Government Officers’ Superannuation Committee is weighing return potential against environmental concerns following its recent switch to an emerging market equity tracker fund.
Donald Trump says the US has financed Europe for too long but with many portfolios skewed towards North Americam equities, the reverse might also be true. Can this continue?
India’s National Stock Exchange has been boosted by several large IPOs such as Tata Capital and LG Electronics. This has boosted Indian equity markets and encouraged investors to consider increasing their exposure to the county
In the 1990s the UK pension funds and UK insurers accounted for just over half of all UK quoted shares but according to ONS data that has now dwindled to just 4.2 per cent. What happened?
The Topix index is up 19 per cent so far this year but the return of inflation means this may not continue
Consultants are wary about valuations as the AI-fuelled market boom continued unabated.
Demand for equities rose, with the asset class accounting for more than a third of all expressions of interest and investments
This broad overview of the investment trends MandateWire tracked during the second quarter of 2022 is based on surveys of 852 institutional investors from across Europe, North America, the Asia-Pacific, and the India, Middle East and Africa regions, with more than $35.7tn in combined assets under management.