Economist's view: what does sustainability cost?
2021 was the third year in a row where sustainable investors outperformed non-sustainable investors. For a long time, there has been a debate as to whether sustainable investment comes at the expense of returns or actually generates additional returns. Many studies and meta-studies later, the cautious conclusion is that it probably does not cost a return and may even be good for the return.
Invesco: The forefront of innovation
Nasdaq and Invesco have both long been associated with innovation.
Economist's view: the ten surprises of 2021
Every year there are surprises at the trade fair, although there seem to have been more in 2021. A surprise is something that the vast majority did not expect. That is the reason why surprises can set a stock market in motion. When almost everyone is convinced of something, it is discounted in the stock prices. These were the biggest surprises of 2021.
Infrastructure has become a must
Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are helping along with governments to achieve this. Whitehelm Capital’s fund continues to perform strongly and should benefit from major investment programmes in the major developed countries.
Inflation exceeding 10%
“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square Capital Management. The billionaire investor fears that if inflation remains at this level, “there will be major consequences for most of us.”
With non-financial media writing about the increasing devaluation of money, inflation awareness is starting to permeate all parts of society. But according to Bill Ackman, the reality is much grimmer than it seems.
UBS AM: Asset managers need to solve the gaps in ESG reporting
It took decades for the law requiring companies to report their financial data to take its current form, but investors cannot wait for all the teething problems to disappear from SFDR and will have to work with data themselves.
Invesco’s evolving fund range for sustainable investing
As investors, we have a part to play in building a sustainable future.
Possible massive tax windfall from OECD tax deal
The global deal to impose a 15% minimum effective tax rate on multinational businesses could result is a substantial tax windfall for Luxembourg. National statistics office STATEC estimates €5.1bn of new tax revenue could result, equating to 38.5% of the country’s total tax take.
AXA IM: How investors can help deliver a just transition
The concept of a Just Transition is not new. It sits at the intersection of environmental and social thematics and was already promoted in the early 1990s “resolve the conflict between jobs and the environment”.
ALFI: shaking up alternative investments
Several major currents are affecting the alternative investing world as it attempts to appeal to a wider client base. These include technology (blockchain, tokenisation), sustainable investing and ‘retailisation’, which are said to be leading to the democratisation of alternative assets, which is trying to expand its customer base.