Which infrastructure opportunities emerge from three simultaneous mega-trends?
In this video Ludovico Cappelli highlights three themes that are accelerating through the infrastructure space at the moment: Digitalisation, Decarbonisation and Deglobalisation.
Chart of the week: liquidity problems
Financial markets are under pressure. Not only stocks but also other asset classes are mostly moving lower. Are we dealing with unique factors, or is there a single overarching culprit?
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.
Schroders : Economic and Strategy Viewpoint – Q4 2025
Schroders : Economic and Strategy Viewpoint – Q4 2025
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.
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.
Janus Henderson: Webcast: The Future of Fixed Income
Join Janus Henderson's fixed income experts Kareena Moledina, Tom Ross, Ian Bettney, and Thomas Haugaard.
Capital Group | Fresh breadth? Market concentration in three charts
With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven ("Mag 7") group of stocks?