ESG is measured wrong, says Dan Ariely. His fix is beating the S&P500
Dan Ariely has devoted his career to understanding irrational behavior. According to the Duke University professor of psychology and behavioral economics, ESG investors are the perfect test group. They focus, he says, on what is easy to measure rather than on what actually matters for returns.
Morningstar: DWS versus Kempen in global equity income
One in five global dividend funds now integrates ESG criteria. Where sustainable funds in other segments have struggled to maintain their growth momentum, sustainable global dividend funds have seen strong inflows in recent years.
What remains of Europe’s sustainable ambitions?
It was in May 2018 that the European Commission launched its highly ambitious European Sustainable Finance package. Seven years later, the political winds in Europe have shifted significantly, and sustainability ambitions are being scaled back step by step.
Amundi launches 100 new ETFs by 2028
Fund house Amundi presented its strategic three-year plan on Tuesday. It includes a new business line focused on active ETFs and white-label ETFs.
Liquiditeitsproblemen
De financiële markten staan onder druk. Niet alleen aandelen, maar ook andere beleggingscategorieën bewegen vooral omlaag. Zijn het unieke factoren, of is er een overkoepelende boosdoener aan te wijzen?
SFDR overhaul sets strict new rules for sustainable fund labels
The European Commission on Thursday unveiled sweeping changes to Europe’s Sustainable Finance Disclosure Regulation.
Beyond the benchmark: why being different pays off
Baillie Gifford’s new chief executive, Tim Campbell, faces a paradox: the company must evolve to remain true to its investment philosophy. New technologies and changing client needs mean standing still isn’t an option. So, the firm’s mission is to be progressive in its methods but conservative in sticking to its purpose.
‘It’s too early to withdraw into a bear cave’
Stretched valuations alone are not enough to derail the equity market as long as the economic backdrop remains stable, says Johanna Kyrklund, group CIO at Schroders.
Art investors puncture own investment case at Deloitte’s New York forum
At the Deloitte Private Art & Finance Conference in New York, art investors did something almost unheard of: they dismantled the investment case for their own asset class.
Halfway through the AI bubble
Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who became famous for predicting the 2008 mortgage crisis, placed short positions on Nvidia and Palantir.