EU-UK equivalence ‘only a temporary fix’ for fund industry
EU-UK relations regarding financial sector regulation are liable to be fraught and driven by political considerations over the medium term. A Luxembourg For Finance (LFF) seminar on 23 February explained why equivalence measures cannot replicate the access and predictability of a full financial services passport.
Capital Group : 7 predictions for the next decade
The world in 2030 may seem a long way away, but at Capital Group we spend time thinking about the distant future. Here are 7 portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.
Schroders : SFDR Conference : The why and how of the EUs new landmark regulation
Sustainable Finance Disclosure Regulation – An overview of the new EU ESG regulation that’s coming your way.
SFDR Conference -11 March 20211 - 11.00
‘ESG exclusion policy difficult to implement at fund level’
More than a year after NN IP saw half of its emerging market debt (EMD) team leave due to a conflict around the firm’s ESG strategy, the team is back at full strength. ESG integration has been the main priority of NN IP’s new head of EMD Marcin Adamczyk.
‘Investors still underestimate sustainable companies’
Shares of companies that are good for the world often manage to strengthen their competitive position at the expense of unsustainable companies. Their growth potential is often still underestimated by the market, according to Hendrik-Jan Boer, senior portfolio manager of Neuberger Berman’s Global Sustainable Equity strategy.
AXA IM: further embedding of ESG capabilities across the business
AXA IM further embeds ESG capabilities across its business and appoints Responsible Investment experts
‘Our quality companies are inflation-proof'
Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary, they will thrive thanks to their pricing power, says Ton Wijsman, senior portfolio manager at AllianceBernstein and former director at W.P. Stewart.
UBS AM: European multifamily sector set to grow
There are numerous cyclical factors and long-term trends advocating for the further growth of the multifamily sector as an established real estate asset class in Europe going forward.
Commission and ESAs lock horns on Priips KID
There appears to be a fundamental difference of opinion between EU financial sector regulators and the Commission about the controversial Priips regulation’s key information document (KID).
PGIM Investments: Steering Through the COVID Fog
PGIM Fixed Income shares their views on the current economic environment and outlook for fixed income markets.