UBS AM: Why now is the right time to buy European equities
In this edition of PM Corner, we sat down with Max Anderl, Head of Concentrated Alpha, to discuss why now is the right time to buy European equities.
Third-party ManCos evolve into ‘governance solution providers’
Luxembourg’s third-party management companies (ManCos) are increasingly positioning themselves as regulatory problem solvers for all types of asset manager. This appears to be a burgeoning niche for the Luxembourg fund and asset servicing industry.
Schroders= What real estate mgr need to learn from the hospitality sector post Covid
Landlords and tenants need to work together to create sustainable solutions for the future, and we think it’s win-win for both.
AXA IM: How to prevent a global water crisis?
By 2050, global demand for fresh water is expected to be one-third greater than it is today. This emphases the urgent need for action.
Morningstar: EU Action Plan Policy Updates: What to Expect
The EU’s SFDR came into effect in March, raising the bar for financial products seeking to promote ESG credentials
Naïm Abou-Jaoudé : "L'ISR se développe désormais plus vite en Belgique qu'aux Pays-Bas"
Le marché belge des produits durables connaît actuellement une croissance plus rapide que le marché néerlandais, qui est déjà plus établi. La gestion thématique est une branche en forte croissance dans tous les domaines, et le Luxembourg peut profiter du Brexit, car de nombreuses sociétés de gestion s’y sont installées.
No reason for yield-phobia
Investors have always worried about what rising bond yields mean for markets. But today, such fears appear unfounded, argues Daniele Antonucci, Chief Economist at Quintet Private Bank.
Capital Group : The coming M&A wave in the U.S. - 5 key questions answered
Global M&A activity hit $484.5 billion for January and February, up 33% compared to last year. Capital Group portfolio managers shared their views on 5 key questions about the M&A boom.
PGIM Investments: Secular Growth Trends Accelerate The Next Economy
How the pandemic has accelerated early stages of a paradigm shift in how companies enable growth.
Former BlackRock CIO denounces Wall Street "greenwashing"
Wall Street is greenwashing finance. It has turned sustainable investment into little more than a PR stunt, and this undermines the fight against the global climate problem, according to Tariq Fancy, a former BlackRock chief investment officer.