How to Build Sustainability into Your China Allocation
A total portfolio approach is better than a strategic asset allocation, according to consultants at Willis Towers Watson.
Tag: China
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
How to Invest in Growth Leader China and Promising Distant Rival India
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.
Asset Allocation
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.
World Trade Post-Pandemic: Same Old Problems, Now Worse
A surging China elbows others, the deficit-burdened US struggles, and Brexit is in the pits.
Pandemic Savings Are So Big They’ll Jet-Propel the Economy, Study Says
Some $2.9 trillion, hoarded by rich nations’ consumers, will fuel post-virus spending, Bloomberg Economics thinks.
Market Moves
Maybe Those 3 Delisted Chinese Stocks Will Be Reinstated After All
Kicked off the NYSE under Trump, the companies could get a second chance under Biden, a Schwab strategist says.
Post-COVID, What’s on the World Scene That Could Muck Things Up?
Geopolitics will continue to roil the investment landscape for US investors, experts warn.
Newsmakers
News From Davos: US Vows to Throw Weight Behind Climate Change Fight
Special envoy John Kerry said ‘we wasted four years’ under the Trump administration.
Alternatives
Op-Ed: Key Takeaways from Davos on China and ESG in a Post-COVID-19 Era
What should we expect from China’s ESG development in 2021?
Asset Management Culture
Breaking News from Davos: China’s Xi Calls for Multilateralism in Keynote Speech
Chinese leader says there is a need to balance COVID-19 responses with economic development.
Market Moves
Schwarzman Predicts Gentler Biden Approach to Beijing
Blackstone head has been close to Trump, but he also is an investor in Chinese companies.
CIO Hosts Geopolitics Webinar at 2 p.m. ET Today
Walter Kress, Phillip Nelson, and Jason Thomas will help CIOs see around corners.
Investors’ Dilemma: Buy Stocks in Growing China, or Not?
Beijing’s hard-line policies and investing hurdles complicate the decision.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.