Circular agriculture: an investment in our future
Agriculture sits at the heart of today’s biggest challenges and greatest opportunities. It contributes to climate change and biodiversity loss, while also being highly vulnerable to their effects.
Private banking coveted prize in European bank consolidation
ABN Amro’s private banking operations are a key asset for parties considering a takeover of the bank, even though the division’s financial results are generally weaker than those of its competitors.
The human factor in factor investing
Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt, maar in de portefeuilles van de mensen die ze bezitten?
Biodiversity impacts - how to measure progress
With food security for billions hanging in the balance, it’s no wonder questions about how to produce healthy food are growing. Feeding the world is no small feat. Find out more about our measurable and innovative practices in regenerative farming.
Morningstar: JP Morgan vs Artisan in global equities
Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings. Fewer than 6 percent of actively managed funds qualitatively assessed by Morningstar analysts in Europe achieve a High score on both the People and Process pillars, placing them in the highest conviction category.
Haroon Sheikh: ‘Struggle between great powers has only just begun’
The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free world trade, and great powers using economic interdependence as a weapon: the continent is under pressure. “The world in which investors must navigate has become more unpredictable.”
ESG is losing its shine but gaining weight
Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews with asset owners, managers and analysts in Amsterdam, the UK and the Netherlands show how sustainability is increasingly embedded in long term investment strategies.
Morningstar: BNP, Amundi mergers test investor patience
Amundi and BNP Paribas pursue scale and expertise through mergers, but integration challenges create uncertainty over long-term benefits for investors.
ECB swaps the Italy problem for the France problem
It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising rapidly, and the spreads with other eurozone countries are widening.
