AXA IM: Why less carbon means stronger growth for the global economy
As long-term investors, we always need to have an eye on sustainability – sustainability of business models, of earnings growth and the ability to manage risk.
Schroders: Alpha generation in the face of uncertainty | 10 June 2021
Bull markets don’t die of old age. But the rise of US Treasury yields is a reminder that stock prices will not keep rising indefinitely
UBS AM's Albert Tsuei: Investors should embrace the digital future
In this edition of PM Corner, Albert Tsuei, looks at how the pandemic has accelerated the adoption of digital technologies at a faster pace than ever before, and believes investors should embrace the digital future.
‘PEPP to become the UCITS of pensions’
Despite some last-minute political tweaks, the Pan-European Personal Pension Product (PEPP) has the potential to do for pensions what UCITS has done for long-term investment. agreed an online panel assembled by Luxembourg For Finance. But patience is required.
SKAGEN Fishing where the fish are
If you are a fisherman, it makes sense to fish in the shallow coastal waters where the vast majority of fish are. If you are an investor, on the other hand, where should you go to find undervalued stocks?
Swiss firm buys Global Fund Analytics
Acolin, a Zurich-based provider of regulatory and cross-border fund distribution services across Europe, has acquired Luxembourg-based Global Fund Analytics (GFA), a SaaS-based data collection and analytics platform for asset managers and distributors.
Morningstar: How to Invest for Income
A regular income is important to many investors, but it’s important to look beyond yield when choosing the right funds for the job
Insurance companies to increase alternatives exposure
Insurance companies are looking to significantly increase their allocations to private equity, mid-market corporate loans and infrastructure debt, according to a survey of almost 300 firms by Goldman Sachs Asset Management (GSAM).
‘Insurers are planning to increase risk in their investment portfolios, probably by shifting liquidity to riskier asset classes,’ GSAM concludes. The asset manager calls the risk sentiment ‘decidedly positive’, due to reduced uncertainties amid the global pandemic.
NN Group considers sale of asset management division
The Netherlands’ NN Group announced on Monday it is reviewing “strategic options” for its asset management division, NN Investment Partners (NN IP). These include a sale, merger and listing.
‘ESG investing could turn into bubble’
The number of institutional investors implementing ESG criteria has risen by almost 20% in two years, and almost 9 in 10 fund selectors want to maintain or expand their ESG offering. This could easily turn into a bubble, Natixis Investment Managers has warned.