Digitalising healthcare offers investment opportunities
At the moment, the healthcare sector is still underdeveloped digitally, while the world population is getting older and more chronically ill. Nevertheless, this sector is also slowly but surely embracing the Internet of Things. Henk Grootveld sees this as a reason to invest in digital healthcare.
Fund flows: UCITS and AIF funds attract lots of fresh money
The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, providing data on net sales of UCITS and AIFs sold in June 2021, at a European level and by fund domicile.
When the monetary system's neutrality is threatened
You may have noticed that when Whatsapp starts a new chat, it displays a message that “end-to-end encryption” is being used. This means that the content of the messages cannot be read by anyone other than the people in the chat (though some question the extent of this). Facebook, the owner of Whatsapp, knows something about who you were in contact with and when, but not (necessarily) what it was about.
PGIM Investments: Non-US Equity Benchmarks Hold Few High-Growth Companies
Jennison Associates explains how most international and emerging market benchmarks have relatively small positions in secular growth companies.
UBS AM positive on European office market
Investor sentiment in the real estate market is more resilient than the underlying occupier markets, but is heavily targeted towards the “beds, sheds and meds” sectors.
Comment: When the well runs dry, we'll know the value of water
The Earth should really be called “water”, because 71 percent of our planet is covered with water. Water in abundance, but only 1 percent of all that water is clean and accessible freshwater. Of that, two-thirds goes to agriculture and other food. The need for water increases with the growing population, a population that is also eating more meat.
Yield strategies during low interest rate
Accommodative central bank policy, an ageing Europe and the exorbitant increase in debts make interest rate hikes in Europe extremely unlikely in the short term. This increases the risk of negatively-yielding bond portfolios for pension funds and insurers. Fondsnieuws, Investment Officer Luxembourg’s Dutch-language sister publication, asked three investment specialists for their views.
AXA IM: Thematic investing takes centre stage among fund selectors
The popularity of thematic equity investing accelerated in 2020, despite the impact of the pandemic, to grow by more than 75% in a single year.
CSSF finds fund liquidity gaps during Covid
The CSSF was pleased with how Luxembourg’s fund sector withstood the acute phase of the Covid crisis, declaring itself positive about the sector’s performance on risk and liquidity, but drawing attention to some potential weak spots, in its recently published 2020 annual report.
ESMA warns of market correction
With almost all indices worldwide at record highs and US stock markets doubling in value after the March 2020 low following the Covid-19 crisis, the risk of a correction is increasing, according to European Securities and Markets Authority (ESMA), the European stock market watchdog, in a statement released yesterday.