Magazine Issues»November 2022

China, CAMRADATA,The wide gap in returns – or rather, ‘negative’ returns – for investors in China recently highlights the volatility there and globally. Sean Thompson reveals what CAMRADATA Live tells us about the realities of investing in China.

supply chainKavitha Ramachandran, head of business development and client management (continental Europe) at Maitland Fund Services, spoke to Silver Kung, chairman and CIO of Siegfried Asset Management, about how his company is navigating geopolitical uncertainty and supply chain issues – and the importance of having partners you can rely on in times of turmoil. (For professional investors only)

ETFs, americaIn the United States – a country strongly identified with technological innovation – it is an innovation ETF that leads thematic investing. Laraib Shahid looks at popular themes in American ETFs.

MarketsMarkets are in a fundamentally different landscape to the period that followed the global financial crisis. Two senior professionals discuss asset allocation – and the energy transition could help, as Nick Fitzpatrick reports.

Liz Pfeuti, taxEvery year, I file my tax return a little later than the one before. This year, my accountant has given up sending chaser emails – it’s a waste of his time and mine, writes Liz Pfeuti

LuxembourgExperts weigh in on key investment issues in Luxembourg, touching on private assets, ESG and regulation.

Nick Fitzpatrick equityIf lower interest rates were coincidental with the bull run in private equity, higher rates should not significantly change the asset class’s longer-term fundamentals, our specialist panel is told.

China’sThe scale of debts involved in China’s major economic plan remains manageable – but at least one investor claims it is doomed to fail in the longer run, finds David Whitehouse.

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