How to Navigate Energy Transition Risks
The amount of investment needed for this enormous task is $4 trillion yearly, but the effort is gearing up now.
Tag: China
Market Moves
Market Cap Race: How Does Apple Stay in Contention With Microsoft?
The iPhone maker has flat revenue at best, while the software titan enjoys major top-line growth.
Asset Allocation
Goldman: US Is the Place to Invest in 2024
The nation’s stocks out-run everyone else’s, and should continue to, per the firm’s outlook.
Pensions
Despite Concern From Lawmakers, US Pensions and Endowments Pour Into China
According to a report from Future Union, US-based pension funds and university endowments have allocated billions to Chinese investments.
Asset Allocation
China Investment Corporation Announces 2022 Results
The country’s largest sovereign wealth funds saw its assets decline last year, while returns over the last decade remain ahead of its benchmark.
Regulation
Proposed Senate Bill Requires Chinese Investment Disclosures for Private Funds
The legislation would also cover investments in Russia, Iran and North Korea.
Asset Allocation
An EM Rebound—and It’s Not All About China
Why emerging markets, now in the doldrums, will come back, per Lazard.
Market Moves
Will Microsoft Overtake Apple in Market Cap Sweepstakes?
The iPhone maker faces hurdles, while its rival appears to have a smoother path.
Pensions
Netherlands Leads Europe in Green Bonds, While Dutch Pensions Cut Asia Investments in 2022
Dutch pension funds’ assets in Asia have declined by nearly 28 billion euros since the end of 2021.
Market Moves
Will Apple’s Rotten Showing Continue? Watch the New iPhone Release
The company’s key product, the latest version of which will be unveiled Tuesday, has boosted the stock in the past.
Emerging Market Debt Appears Poised for a Revival
The big yield advantage they enjoyed over developed countries’ debt issues has narrowed, but EM paper retains other pluses.
Corporate Moves
Much-Touted Reshoring Movement May Be Derailed, BofA Warns
Labor and mineral shortages, plus other problems, stand in the way, a bank study says.
Asset Allocation
Emerging Markets Remain Under Pressure
Investors looking for global diversification have had a tough time in recent years, but there are pockets of opportunity.
Asset Allocation
India Shines as Investment Draw, at China’s Expense
The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.
Asset Allocation
CalSTRS Winnows Candidate List for China Equities Manager
Pension giant is seeking a better way to implement its China equity exposure.