We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
Sharply rising energy prices are pressuring politicians to react. Last week the European
Commission called for an overhaul of the electricity market following price increases in
excess of 20% in a single day in France. The European Commission is talking tough but is
offering very little in terms of detail on its proposals.
The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.
Interview with Tammie Tang, portfolio manager of the Threadneedle (Lux) European Social Bond and Simon Bond, director, responsible investment at Columbia Threadneedle Investments about the social bond market and their fund dedicated to this investment segment...
Tumultuous global markets played a role in CalPERS' first loss since the global financial crisis of 2009, as the System today announced a preliminary -6.1% net return on investments for the 12-month period that ended June 30, 2022. Assets stood at $440 billion at the end of the fiscal year.