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.
Kavitha 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)
In 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.
Markets 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.
If 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.
The 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.
With interest rates rising, entry price and valuations in private assets are going to be the most essential factors for returns. This is something not many people in the industry have experienced, our private equity panel is told.
This year’s Sibos conference held in Amsterdam recognised the need to embrace digital transformation. Benjamin David investigates.
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