Capital Group | 3 ways the cloud can change our future
Our analysis outlines three ways innovative companies are harnessing the potential of cloud technologies to disrupt their own industries, creating transformational growth.
State Street names new Luxembourg country head
Riccardo Lamanna has recently become the Luxembourg Country Head for State Street. He entered the position after spending more than 30 years in the business, having worked in Milan, London and Paris at various institutions, including JP Morgan, Paribas, the Intesa Sanpaolo Group and over the past 11 years, at State Street.
Asia, data, greenwashing, labelling: the ESG challenge
Global asset managers appreciate the framework provided by the green investing taxonomy and SFDR, even if more needs to be done to flesh these out. There is also awareness that Asia is central if global environmental and social concerns are to be addressed. These were some of the broad themes from the “Disclosure Regulations & Their Impacts” panel at the recent Luxembourg for Finance Sustainable Finance Forum.
Impact investing taking over from ESG
Despite much debate in the market about the hows and whys of ESG integration, impact investing is steadily making its way into the financial mainstream. In 2021, the first year in two decades in which extreme poverty once again rose, with lasting consequences for the world’s most vulnerable people in particular, the financial industry once again demonstrated the importance of real, tangible impact.
Morgan Stanley IM: No Margin for Error
Against a relatively positive macroeconomic outlook, there is the potential for significant cost pressures over the next decade, where pricing power will be the key for quality companies to protect margins. The International Equity team explores.
Fund houses ignore ESG investors
There is a mismatch between asset managers and institutional investors when it comes to ESG, according to PwC Luxembourg’s annual report on the Luxembourg banking sector, which this year places extra emphasis on developments surrounding ESG. The report explains that three-quarters of institutional investors plan to stop investing in non-ESG products next year, but only 14 per cent of fund houses plan to stop marketing non-ESG products.
European equities preferred to US equities
The US stock market is always more expensive than other markets. However, America’s premium over Europe is now so high that betting on Europe may be a better option for investors, according to Joost van Leenders, who explained Van Lanschot Kempen’s outlook during a recent interview by Fondsnieuws, Investment Officer Luxembourg’s Dutch-language sister publication.
AXA IM: The smaller-cap companies driving innovation in the digital economy
During the COVID-19 pandemic, most companies were faced with a variety of challenges – not least how to maintain their relationships with customers.
Triodos introduces asset group- specific model
Following the integration of private banking into its banking activities in 2019, Triodos is now focusing on the next step: the introduction of an accessible service model for the different groups of investors.
PGIM Investments: Step-up in growth in secular areas should persist
Jennison Associates’ 4Q 2021 Outlook details complexities heading into year-end and why they’re optimistic on secular growth stocks even at current valuations.