Morningstar: Are NFTs Hurting the Environment?
Non-fungible tokens are touted as the new frontier in the high-growth crypto investment space, but the boom in digital art is creating high demand for energy
Inflation risk threatens US corporate bonds
US corporate bonds have performed exceptionally well over the past year, but rising inflationary pressures are rapidly increasing the downside risks. The Capital Group High Income Opportunities Fund is therefore underweight on US corporate paper and sees more opportunities in emerging markets.
JP Morgan AM: an equity portfolio must be globally diversified
JP Morgan Asset Management looks at a globally diversified portfolio from different angles in order to achieve a better allocation. Global investing is a must. The source of equity returns is becoming less beta-driven. Active investing is now more appropriate, and themes can provide the necessary alpha. And the digital revolution continues unabated.
PGIM Investments: Parting Clouds Make For a Sunny Growth Forecast
Jennison Associates Portfolio Manager Mark Baribeau, shares his views on the recovery in global equity markets since the pandemic.
AXA IM: Equities in 2021: Prepare for potholes on the road to recovery
Compared to 2020, which was a year of economic retrenchment, 2021 is shaping up to be a year of economic recovery.
“A better traditional portfolio is that of 22/78”
“A better distribution within the traditional investment portfolio is 78 percent shares and 22 percent bonds,” DWS’s head of multi-asset Bjorn Jesch said. “Possibly with the addition of alternatives, to reduce the portfolio risk.”
ALFI: continue financial service VAT exemption
VAT rules are a mess in the EU financial services sector. The current regime dates from 1977, well before the development of the cross-border business we know today.
“We have an old-school approach and I take that as a compliment”
Taking an ‘old-school’ approach to asset management, but in the positive sense of the term, is what CPB Quilvest wants to achieve. The niche asset manager based in Luxembourg and with a branch office in Belgium wants to continue to build on its strengths via a horizontal and open structure. Organic growth is paramount and open architecture is one of the pillars of the business model.
PGIM Investments: REITs benefit from economy re-opening
PGIM Real Estate shares its views on the current economic environment and outlook for global real estate securities.
Storebrand bets on climate-neutral purchases
Everyone who supplies goods and services to Storebrand must report on their own emissions and the goal is for everyone to be climate neutral within five years. Annual purchases of 260 million EUR are covered by the initiative.