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Allure of country for investors will rise as uncertainty over the end of the US monetary policy experiment increases
Investors should prepare for rising prices with a shift into value stocks
Investors have bought into the rose-tinted tale of economic recovery without considering new era of upheavals
Environmental, social and governance integration needs to be constantly revisited to capture mispricing
Amundi’s Blanqué believes portfolios should be stress-tested for adverse conditions
Investors should not rule out a radical change to the financial regime
If China suffers a hard landing the fallout could be substantial
Risks posed by investment in fossil fuels and poorly run companies gain attention
Pascal Blanqué and Amin Rajan urge investors to switch to risk-based diversification
Lack of growth means stock market valuations are justified and investors should return to EM
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