Green investing rules nuanced
Be under no illusion. Discussions around the EU green investing taxonomy are likely to go to the wire. Although April saw publication of a likely draft text, complex political discussions are set to continue. This will have implications for suitability assessments and product governance, which will impact the operation of Mifid companies, thus affecting UCITS Mancos, AIFMs and insurance companies.
PGIM Investments: A Tale of Two Trends: Transitory vs. Transformative
Why investors should look past recovery-driven transitory trends and focus on transformative secular trends.
Capital Group | ESG investing depends on deep analysis
Capital Group investment analyst Frank Beaudry goes the extra mile to research a company’s approach to environmental, social and governance (ESG) issues.
Quintet globalises asset allocation
Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation framework. “Focusing your bond portfolio on Europe has a lot of jeopardy in it,” says CIO Bill Street in an interview with Investment Officer.
Luxembourg slips in green finance ranking
Luxembourg slipped two places in an international ranking of the quality and depth of green finance offerings in financial centres. Luxembourg ranked in 6th place, putting it in the top 15 green finance centres. The Grand Duchy is second in the EU in the ranking, behind Amsterdam, which came out ahead of Zurich, London, Oslo and San Francisco.
In the previous edition of the assessment, Luxembourg had ranked 4th.
7th edition
SKAGEN: Digging for discounts in metals and mining
“A gold mine is a hole in the ground with a liar on top” – Mark Twain’s description captures the mistrust of an industry which has historically inflicted some of the largest losses on US investors.”
Capital Group: China adopts dual-track strategy
Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert Lovelace (photo) and fund manager Christopher Thomsen, agree that understanding the country means looking into its past. China has has undergone a profound transformation, greatly increasing investment opportunities.
Morningstar: Which Countries Lead on ESG?
A year ago, the outbreak of the coronavirus pandemic resulted in one of the worst quarters in history for financial markets.
PGIM Investments: Next Phase for the Bond Bull Market
PGIM Fixed Income shares their views on the current economic environment and outlook for fixed income markets.
UBS AM: Four investing lessons from China’s recovery
China’s recent experiences of economic recovery and relative asset price performance provide useful insights into how the path for other countries and global markets may unfold, writes Evan Brown, Head Macro Research at UBS Asset Management.