‘Animal spirits’

The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With its luxury restaurants and Italian racing cars, the view of Pudong from Bar Rouge on the Bund resembles the capitalist pinnacle of the communist utopia.

Frédéric Vonner (PwC) on streamlining ESG-regulations: “More attention to transition investing needed”

The European Commission has pledged to simplify regulations for sustainable funds this year. Frédéric Vonner, sustainability expert at PwC Luxembourg, hopes that transition investments will gain more recognition in the process.

Masterpieces or market assets? The fine line between art and commerce

With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid, and largely the domain of collectors rather than institutional portfolios. But what if the real opportunity lies not only in expensive paintings and sculptures but also in the broader creative economy?

Morningstar: Robeco versus Blackrock in Financials

Investors have plenty of choices. The financial services sector encompasses a diverse universe from which portfolio investors can make their selections. Traditionally, banks and insurers dominate, but companies involved in payments, stock exchanges, capital markets, and asset management are also part of the broad range of investment opportunities.