‘Post-Brexit M&A could boost UK equities’
The UK equity market has been underperforming ever since the Brexit year of 2016. Now that Brexit is finally behind us, is this the moment for the asset class to shine again?
PGIM Investments: REITs Rule: Property Opportunities in a Post-Covid World
Watch PGIM Real Estate’s Rick Romano discuss the distinct characteristics of REITs, the structural shifts underway across property markets, and the role of ESG within the sector.
UBS AM: Fed's optimism more challenging for investors than pandemic
In coming months, the market may confuse the Federal Reserve’s increasing bullishness on the US economic outlook with hawkishness on rate expectations.
Additional SFDR requirements to prevent greenwashing
The European Supervisory Authorities (ESAs) EBA, Eiopa and Esma have adjusted proposed requirements under the EU sustainable finance disclosure regulation (SFDR). This was done in order to prevent possible greenwashing by asset managers, according to Esma president Steven Maijoor (pictured).
Capital Group : Interview with Rob Lovelace on the year ahead
Investors who rode out the 2020 market turmoil know the value of patience in the face of adversity. A recession and bear market was followed by the fastest rebound in history with US equity markets hitting new record highs in Q4 2020 and into 2021.
PGIM Investments: High Yield: Today’s Fixed Income Sweet Spot
Watch PGIM Fixed Income’s Jonathan Butler discuss the current case for high yield, the influence that central banks have had on markets, and the role of ESG considerations within fixed income.
A nightmare on Wall Street
Le short squeeze massif sur l’action GameStop a bouleversé les rapports de force traditionnels à Wall Street. Combiné à l’union des forces via une plateforme de chat, l’accès facile à la bourse par le biais de plateformes telles que Robinhood a donné aux petits investisseurs la puissance de feu nécessaire pour concurrencer les grands.
‘Growth in power semiconductors to continue for 10 more years'
Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To mitigate downside risks, a broader perspective on the sustainability theme is needed. Semiconductor manufacturers in particular are interesting, says Thiemo Lang, manager of the RobecoSAM Smart Energy Fund.
ELTIF to get a makeover
Mobilising long term private sector funding for ambitions such as the green industrial revolution is the stuff of policy makers’ dreams. Retail investors too want options which will give solid long-term returns. The ELTIF was the EU’s effort to give retail investors access to alternative funds, but it has failed to take off. Institutions need to drive reform and uptake.
Schroders: What next for Biden’s climate and social agenda?
As the dust settles on the US election and Biden is inaugurated, we assess the implications for his climate and social agenda.