Amundi to buy Lyxor for €825m
Amundi has entered into exclusive negotiations with Société Générale for the acquisition of Lyxor for a total cash consideration of €825m, or €755m excluding excess capital, Amundi announced on its website on Wednesday.
PGIM Investments: Manager Perspectives: Q&A with Rick Romano
PGIM Real Estate’s Rick Romano shares his outlook on why the current market environment is ideal for global real estate securities.
'We continue to prefer quality growth stocks in the US'
As the head of the BL - Equities America fund, Luc Bauler emphasises the importance of favouring stocks with solid and visible growth prospects. Portfolio turnover is low in this strategy, which is approaching its 30th anniversary.
BMO GAM: ESG Viewpoint: Artificial Intelligence, Automation and the Future of Work
Artificial intelligence (A.I.) is a set of complex algorithms that enables computers to ‘think’ through and perform a cognitive task in the same way that humans do.
AXA IM: Sustainable diets: A new theme on the menu for investors?
The shift towards a more sustainable diet continued throughout 2020, illustrated by a ramp up in targets for emissions and food waste from a number of leading players in the food industry.
UBS AM: Stewardship goes beyond traditional investment domains
2020 was a pivotal year for sustainable investing. It is against this backdrop that we highlight our stewardship activities in 2020.
Capital Group : Rising US rates: Untangling the Fed vs. market debate
After a stellar 2020, the US bond market is coming under pressure. Massive government stimulus measures and an improving economic outlook are combining to stoke one of fixed income investors’ biggest fears: higher inflation.
‘Biden support package to benefit small caps'
US stocks are historically expensive. But this applies in particular to large caps. Small caps are still cheap, despite a strong price rally in the past six months. ‘On average, the companies in our portfolio trade at around 11 times earnings,’ says Blake Harper, one of the managers of the Orchard US Small Cap Value Fund.
Morningstar: How ESG Screening Helps With Investment Decisions
Inflows into sustainable funds are on the rise globally and ESG considerations are becoming a standard part of every investment decision. Here’s how screening can help investors make decisions
‘Asia: growth shifts from big tech to niche players'
Growth in the Asian stock market no longer comes from big tech companies. The best growth opportunities now lie in young, smaller technology companies and in the rapidly emerging healthcare sector, says Albert Kwok, manager of the PGIM Jennison Emerging Markets Equity Fund.