In West to East: The greatest transfer of power and wealth in the history of mankind, James Gibson addressed the increasing trend of the transfer of power and wealth from the West to the East, which has had, and will continue to have, major implications for investors.
The Easternisation question has been a big topic of discussion thanks to recent developments in Japan. In October, Sanae Takaichi made history by becoming Japan’s first female prime minister.
It was news welcomed by investors and the markets, with the Topix index of Japanese shares reaching record highs. Whether this is a sign of things to come, and what opportunities the situation presents investors, are explored in the latest issue.
One big positive from a European perspective is within the European active ETF market, which is entering a new phase of evolution. This is one characterised by growth, diversification of strategies, and intensifying competition among asset managers.
Exploring this, Morningstar’s Monika Calay presents some fascinating analysis.
In a similar way, after what has been a challenging few years, Europe’s private equity landscape is reasserting itself, driven by lower valuations, stabilising macro conditions, and an unprecedented push toward self-reliance. Karsten Langer unpicks this picture.
