Schroders: US economy could face standstill as uncertainty reigns
Keith Wade, Chief Economist, Schroders discusses why stimulus hopes are fading as the result of the US Presidential election remains uncertain
‘Investors can benefit from Chinese switch to gas'
Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of the Comgest Growth Asia Pacific ex Japan fund. But there are other trends investors in the region can benefit from, such as China’s planned switch to gas.
UBS AM: Asset class diversification alone is no longer sufficient
Globalization has been in decline since the credit crisis. In his latest paper ‘Will globalization survive covid-19?’
‘Biden victory will lead to value rotation’
A victory of Joe Biden in the US presidential election will bring an end to the dominance Wall Street growth stocks in favour of cheaper cyclical stocks, according to UBS AM.
Sustainable fund inflows continue rise
European sustainable funds attracted inflows of €52.6 billion in the third quarter of 2020, bringing total assets in sustainable funds to €882 billion according to figures from Morningstar.
Net inflows were slightly down from the €55.5 billion in the second quarter, but represented a bigger share (40%) of overall European fund flows. The strong inflows were driven by continued investor interest in environmental, social, and governance issues, intensified in the wake of the coronavirus pandemic, as well as the expansion of the sustainable fund universe.
Commission to announce ‘six-point plan’ on ESG
What will come next from the EU after the green taxonomy, SFDR and green labelling? Martin Spolc, head of the Sustainable Finance Unit at the Commission’s DG FISMA revealed a six-point roadmap designed to take ESG to the next level at Luxembourg for Finance’s Sustainable Finance Forum on 28 October.
Capital Group : Recovery watch: When will growth return?
COVID-19 has forced economists to become students of virology.
“The virus is the economy,” says Capital Group U.S. economist Jared Franz.
Schroders: Five trends to watch in China’s consumer sector
The near term focus understandably remains on Covid-19 and its global impact. But once the pandemic recedes, the outlook for China’s consumer sector is strong.
Alfi - Lack of data main challenge for SFDR implementation
The lack of available data on company-level will be the main challenge for asset managers to deal with after the regulation for sustainability‐related disclosures in the financial services sector, better known as SFDR, comes into force in March next year, according to Alfi’s Nathalie Dogniez (picture).
‘45% of investors’ active equity risk not rewarded’
An average of 45% of active equity risk taken by institutional investors can be regarded as uncompensated, according to a study by Northern Trust Asset Management. Investors that use active management have the highest share of uncompensated risk in their portfolios.