Investment idea rises from regulatory rubble

An old truism is that new regulation and market dislocation create a plethora of challenges, but also opportunities in areas either overlooked or under-researched. Burkhard Varnholt, global CIO and head of asset management product and sales for Bank Sarasin, believes he has unearthed one such gem of an investment idea. “To me this is one of the most intriguing investment opportunities that neither the media nor analysts have picked up on yet,” he told a briefing in Hong Kong yes…