Oddo BHF: we avoid hyper-growth stocks
“Focus on quality. Anticipate four structural trends that will dominate our lives in the years to come. Hyper-growth stocks are not recommended at this time because of the sharp rise in valuations. And be cautious about equity and bond markets.”
This is the message from Jan Viebig, Chief Investment Officer of Oddo BHF AG, who said that he is pleased that the four multi-asset funds in the Polaris range are now available on the Belgian market.
Schroders: Are we now on the road to net-zero?
We spoke to climate change specialists Simon Webber and Isabella Hervey-Bathurst for their views on the IEA’s latest report.
Momentum score value stocks could boost style rotation
The momentum score of value stocks is on the rise as a result of the recovery of financials, energy and a strong performance of the basic materials sector. If value stocks become momentum stocks, this could give an extra boost to the style rotation that has started since November last year.
Morningstar’s Jeffrey Schumacher discussed momentum investing in a contribution to Investment Officer and Fondsnieuws.
PGIM Investments: Electric Vehicles: The Boom is Just Beginning
Jennison Associates provides insights on how a niche market is transforming into a multi-million dollar industry.
UBS AM: Conversations with Max Anderl
Max Anderl, Head of Concentrated Alpha Equity, tackles the factors commonly believed to drive inflation and explains why it could be short-lived.
AXA IM: The post-COVID rise of social impact investing
The COVID-19 response has shown how intertwined our lives are and how far-reaching the impact of social issues can be.
GaveKal: chips, scarce now, soon overcapacity
Can you imagine it? The chip industry that will suffer the same fate as the steel industry, namely chronic overcapacity. That’s what GaveKal, one of the most prestigious research firms in the investment world, has written in its analysis ‘The Future of Chips is overcapacity’.
Capital Group | From fossil fuels to renewables
Energy transitioning from fossil fuels to renewables is a trend that is here to stay. From an investor standpoint, this transition will create investment opportunities across multiple sectors.
Regulatory breakthrough for DLT in Europe?
Could regulatory moves be underway that will help unlock the promise around blockchain and distributed ledger technology (DLT)? Too often great new ideas and tools run into a wall of financial sector regulation before they can show their full promise.
Goldman Sachs: millennial themes now generalised
As a result of the Covid pandemic, trends and themes that previously seemed to be the preserve of millennials have now found their way into older generations. Even if we are gradually getting back to normal life, it is a movement that will not be easily reversed.