Capital Group | Midyear Outlook: U.S. economy ready to boom, zoom and consume
COVID clearly remains a global public health threat. But in the U.S. – as with many other countries across the globe, consumers are spending again, and the American economy is awakening from its artificially induced slumber.
Allianz GI: Fed to start tapering in early 2022
Allianz Global Investors’ specialists still consider high yield bonds and equities attractive investments in an environment still controlled by central banks. Metal recycling is seen as an important long-term opportunity in line with the climate transition.
Return expectations differ between private vs professional investors
Private investors expect to achieve significantly higher returns compared to professional investors. The ‘expectation gap’ worldwide is currently 174 percent in the long term. This is 53 percentage points more than in 2020.
This was shown in research by Natixis Investment Managers among 8,550 individual investors. A large proportion of the investors surveyed, all with more than USD 100,000 in investable assets, achieved double-digit returns in 2020. The majority of them are also very positive about 2021.
UBS AM: ESG tops the agenda for global institutional investors
UBS Asset Management announces the results of a comprehensive global study conducted by The Economist Intelligence Unit (EIU), “Resetting the agenda - How ESG is shaping our future”.
Is SFDR encouraging greenwashing? Some early evidence
About 31% of fund assets in Europe have been classified under SFDR as article 8 or 9, with 28% as 8 and 3% as 9. Yet there are still some question marks about the effects of this regulation.
Morningstar: 3 Bad Reasons to Sell a Fund
Your own criteria should drive buying and selling an investment - not the news, social media or short-term performance
Schroders: What investors can learn from Bill Gates’ climate warning
The Microsoft founder’s new book further strengthens our conviction about investing in the energy transition.
LFDE: Conquering the Netherlands with niche thematic strategies
La Financière de L’Echiquier (LFDE) wants to gain a foothold in the Netherlands, following in the footsteps of Belgium and Luxembourg. The boutique manager from France focuses on medium-sized pension funds and wholesale in the Netherlands. The French argue that their niche thematic strategies can offer added value as a ‘satellite’ in the asset allocation of such parties.
Efama: Q1 funds net inflow exceeds 1 trillion
The net inflow of investment funds in the world exceeded EUR 1 trillion in a single quarter for the first time in history. This is according to the analysis of the European Interest Group for Asset Managers (Efama).
In its latest quarterly report, the Brussels-based Efama charts global trends for the first three months of 2021. For example, net sales of global investment funds increased significantly by 7.3 per cent. The US and Europe both recorded net asset growth of 4.5 per cent.
OneLife Investment Forum: equity funds win over bonds
At the 14th Investment Forum of Luxembourg-based life insurance specialist OneLife, global equity funds were the most popular. Bond funds seem to have fallen out of favour.
The forum was held over two days for a (limited) live audience while absentees could follow the event at home via streaming. This edition brought together quite a few fund managers who mainly exchanged investment ideas and insights. And equities received a lot of attention anyway.
What about the economy?