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In a presentation on investor risk and opportunity in China Professor Stephen Kotkin argued that unless China can improve its education system, the country will remain in the middle-income trap. Kotkin questioned whether investors might seek growth in Asia outside of China. ....
One of the silver linings of the pandemic has been that location is not a restraint on investment when it comes to investing in venture capital with investors seeing venture opportunities springing up in all corners of the world. ....
Inflation holds investor opportunities as well as perils. Emerging markets, commodities and linkers do well in a climate of rising prices while central banks are likely to act quickly and aggressively in response rather than early or gradually. ....
Alecta’s head of real assets Axel Brändström took the helm a year ago. Charged with building out the real estate allocation in one of the most tumultuous years for the asset class on record, his eye is on e-commerce opportunities and allocations to assets not linked to GDP. ....