AXA IM: Alzheimer's breakthrough could drive a new wave of biotech innovation
The accelerated approval of the first new Alzheimer’s treatment in almost two decades looks set to be a potential game changer for the biotechnology sector.
Analysis: Insurance firms divesting asset managers - a trend?
In the coming weeks, the question will be answered as to what fate befalls two important Dutch asset managers: both NN Investment Partners and Actiam are awaiting the Salomon judgment of their mothers, being NN Group and Athora. While NN is still vaguely talking about “a review of strategic options”, at Athora it is only a question of to whom the daughter will be given.
Inflation no longer driving market corrections
BlackRock calls the new status quo in the global economy ‘New Nominal’. “The ’New Nominal’ is the situation in which higher inflation no longer causes sharply rising interest rates, and dangers for corrections in the stock markets are lower,” said Lukas Daalder, chief investment strategist at BlackRock, in an interview with Investment Officer Luxembourg’s sister publication, Fondsnieuws.nl. The reason is the 2021 Mid-year Outlook that was published last week.
BMO Sustainable Multi-Asset Income Fund – Impact Report 2021
Read how the fund ranks against key sustainability metrics such as water & waste intensity and gender equality.
Storebrand: Closet Active: Why indices aren't as passive as they seem
“There is a tremendous amount of diversity across indices, even among indices that purport to have similar aims. Far from being passive, these indices represent the deliberate decisions made by their managers.”
Capital Group | Big Tech stocks: How to gauge regulatory risk
When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. But we believe that Big Techs can survive, and even thrive, following those recent intense regulatory cycles.
Analysts at a loss: ECB is “extremely vague”
Equity markets in Europe fell sharply on Thursday. It was even the worst trading day of the year, with declines of the major indices from 1.7 to over 2 percent. The reason: investors are afraid of an economic slowdown and overvaluations. At the same time, analysts dived into the European Central Bank (ECB) minutes, which they found “extremely vague”.
UBS AM: Economy in recovery
In its Panorama Outlook, UBS Asset Management looks back at what happened in the financial markets in the first six months of 2021.
BMO Responsible Global Equity Strategy - Impact Report 2021
Now in its 6th year, we are proud to share with you our latest ESG Profile and Impact Report for the BMO Responsible Global Equity Strategy.
ESG data: managing the preferences game
Financial advisors need to gauge client preferences around green and social investing, and the investment products they recommend must keep their ESG promises