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.
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.
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.
The profit paradox
For decades, it was an iron law for investors: in the long run, the stock market follows economic growth. A thriving economy translated into rising corporate profits and thus higher share prices. But anyone who has watched the past thirty years closely senses a growing friction with this old wisdom.
Nuclear revival in Europe mainly benefits the US
British Prime Minister Keir Starmer announced a multibillion-dollar deal last week with the US for the construction of a series of Small Modular Reactors (SMRs). Although the so-called “nuclear renaissance” is also taking shape in Europe according to investors, they see American companies as the main beneficiaries.
Morningstar: PIMCO and Robeco in Global Corporate Bonds (EUR Hedged)
Eurozone corporate bonds delivered a return of 4.2 percent over the past twelve months (as measured by the Morningstar Eurozone Corporate Bond Index), while their US counterpart, the Morningstar US Corporate Bond Index, lost 1.8 percent in euro terms. The currency effect was crucial here.