Should Sovereign Wealth Follow Fundamentals or Central Bank Tunes?

Posted on 04/04/2016


Institutional investors are living in a low-return environment, in which quantitative easing (QE) policies and negative interest rates have puffed up financial markets. As sovereign funds navigate the world of listed equities, would it be prudent for them to follow company and country-economic fundamentals versus paying more attention to monetary policy? Monetary policy divergence appears […]