Fund Radar: corporate bonds are attractive, popular, and expensive
The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight spreads. However, recent history reminds us that spreads can easily double during a recession.
Empowering change: the role of global impact funds in shaping a sustainable future
As the climate crisis and mounting social issues increasingly demand our attention, business risks and opportunities are showing up in areas like healthcare, waste management and agriculture. We believe that companies offering solutions to climate and social challenges represent a compelling proposition for investors.
RBC BlueBay - Future-oriented sustainability themes in fixed income securities
How do you avoid being stuck in the past while looking for the sectors of the future?
Aegon AM appoints Shawn Johnson as new CEO
Aegon N.V. has named Shawn C.D. Johnson as the new Chief Executive Officer of Aegon Asset Management (Aegon AM). Johnson will assume his role on 23 September, succeeding Bas NieuweWeme, who is stepping down to pursue other career opportunities. NieuweWeme will remain with the company as an advisor until 1 December to ensure a smooth transition.
Listed infrastructure powers AI—and vice versa
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class, according to ClearBridge Investments.
Fund Radar: Individuals still prefer to invest in (fossil) energy
Investors continue to have unwavering confidence in oil company Shell, according to recent research by De Nederlandsche Bank. This makes Shell still a cornerstone in many Dutch investment portfolios. However, professional investors view (fossil) energy stocks very differently.
Invesco | Paul Jackson's Uncommon Truths
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Following the curves: AI trendlines and the case for long-term growth
The evolution of GenAI will bring revolutionary change that will enable innovation, accelerate growth and boost the efficiency of the global economy, according to Jonathan Curtis of the Franklin Equity Group.
Private Equity in an ETF? BlackRock's ambitious push faces skepticism
Private equity, long reserved for the wealthy, could soon be available to everyday investors through ETFs. But experts are raising concerns about whether this innovation is truly viable and beneficial.
The 2024 US presidential election’s potential impact on the energy transition
US policies supporting the energy transition could change depending on who wins the November election. This update from Templeton Global Equity discusses which investment trends are at risk and how the transition is likely to move forward.