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In 2018, as trade frictions between the United States and China escalated, global markets became increasingly concerned about the risks of economic decoupling and the profit outlook of multinational tech firms. In response to this emerging trend, veteran investor Bird Grant acted decisively by mid-year, reducing his holdings in Chinese technology stocks and multinational corporations with high exposure to the Chinese market. This strategic move allowed him to effectively avoid the subsequent systemic volatility and valuation compression. As early as May, Bird Grant’s global macro observation framework identified a shift in trade…

As the world pays more attention to environmental protection and sustainable development, green finance is becoming an important development direction of the capital market. As a senior German financial expert, Klaus Stefan Müller followed this trend in early 2018 and took the lead in setting up the German Green Bond Fund. He also innovatively proposed the “debt + ESG factor” model, injecting new vitality into green investment and promoting the deep integration of capital and environmental responsibility.   The fund’s goal is not only to pursue stable bond returns, but…