Capital Group | 10 trends reshaping the future of emerging markets
Emerging markets have always been an exciting place to invest. And they have changed. Here are the 10 themes we believe will drive opportunities in emerging markets in the next 10 years.
Carmignac: growth companies still making a difference
Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an interesting country in which to invest, both for equities and bonds.
Ney joined the Strategic Investment Committee of Carmignac in April 2021. He has developed particular expertise in bonds and their place in a portfolio. His long career with the French manager has given him expertise in both equities and bonds. In addition to his role on the committee, he is direct co-manager of the Carmignac Patrimoine Europe fund.
Fund managers need to get reporting houses in order
A worldwide increase in regulation on client reporting and the need to provide better service to clients are driving asset managers to look hard at their client reporting objectives, according to a recent opinion article by Dominique Tomassoni, product strategy director for Digital/Client/Regulatory reporting solutions at NeoXam, a French financial software company.
AXA IM launches ‘AXA IM Climate Transition Award’ i.c.w. AXA Research Fund
AXA IM, in collaboration with the AXA Research Fund, has launched the ‘AXA IM Climate Transition Award’ in order to recognize the key role of research in the fight against global warming.
Comment: the unease of index investing
Index investing is a disruptive innovation from which private investors have fully benefited. They get more returns and at much lower costs. Moreover, academic studies and, of course, the annual surveys by Standard & Poors show time and again that simply trying to beat the market is doomed to failure.
“Not possible to say if there is profit shifting” to Luxembourg by banks: EU Tax Observatory
There is no evidence that banks are shifting profits to Luxembourg to dodge tax, one of the authors of a recent controversial report by the EU Tax Observatory has said. Yet if this is so, why does the think-tank label Luxembourg a “tax haven” for banks? We asked one of the report authors to explain.
AXA IM: Invitation in-person event - Green expert lunch
The evidence that humans are the main cause of the climate change is overwhelming. To power their twentieth century’s lives, they have increased the amount of heat-trapping gases in the atmosphere. Today, they can choose to act for the planet.
Article 8 SFDR is lower limit for sustainable products
The bar for sustainability criteria is rapidly being raised. Article 8 under the new SFDR legislation will become the lower limit for a sustainable product, and the stricter Article 9 will become the standard for truly “green” products and investment funds. And do not underestimate the impact of Principal Adverse Impact reporting.
BlackRock: we embraced sustainability late
“It is no secret that we at BlackRock have embraced sustainability rather late. The turnaround came with top executive Larry Fink’s letters to shareholders about creating long-term value, then purpose, and then sustainability in 2020.
PGIM Investments: Goldilocks conditions return for secular growth
Jennison Associates explains why they believe growth will regain market leadership and technology will lead the way forward.