Raj Sharma, managing director of the Sharma Group at Merrill Lynch Private Wealth Management, recently said that he thinks “this is the golden age of active management.”
According to new research from CBRE, strong appetite for data, fueled by continued growth in cloud computing and social media, and the emergence of new technologies such as 5G and autonomous vehicles, is driving increased investor interest in data centers.
Amid rising inflation and interest rates, volatile markets and climate worries, institutional investors apparently are responding to the uncertain environment by pursuing a range of portfolio strategies.
In the weeks since Russia invaded Ukraine, Republican politicians across the country — including many governors — have taken strong positions in support of the Ukraine and even taken steps to review Russian contracts, drop investments in Russian companies and remove Russian vodka from store shelves.
Generation Investment Management is warning of the risks associated with a broad-based retreat from emerging markets, as Russia’s war on Ukraine leaves some investors rethinking their exposure.