Capital Group : U.S. political change: Sweeping or incremental?
Roughly six weeks ahead of pivotal U.S. elections, one thing is becoming increasingly clear: Profound policy changes are on the horizon no matter which political candidates prevail.
UBS AM: Digital transformation - robots in the theatre
The health care sector is seeing a digital transformation, and robotic-assisted surgery is a key growth area.
Analysis: value traps hold back European equity recovery
The prices of European banking stocks have fallen to their lowest level in more than 30 years. The banks are weighing on a further recovery of the European indices, which have too few ‘asset light’ business models.
Until 30 September, the return of the European banking index stood at -43.66%. Over the past three years, the return is -24.39% and over the past five years it’s -13.36%.
Is the tide turning again for emerging markets?
The weakening dollar has been a boon for emerging market debt in recent months. Spreads have narrowed and inflows quickly turned positive again. However, investors seem to already be looking for the exit again.
EY: Teleworking is damaging productivity
Working from home has started to negatively affect productivity, according to Olivier Coekelbergs, the new Country Managing Partner of EY Luxembourg. He tells Investment Officer’s Stephen Evans how he is seeking to address this.
Luxembourg fund assets back at pre-Covid levels
Assets in Luxembourg-domiciled UCIs reached their highest level since January, according to figures published by the CSSF. Total assets rose by 1.72% to reach €4.7 trillion at the end of August.
This means assets in Luxembourg-domiciled funds have risen by €547 billion, or roughly 13%, since the end of March when they hit a multi-year low. Assets of US and global equity funds rose most in August, while assets in all bond funds except high-yield bond funds declined.
Robeco: from risk-free returns to return-free risks
Investors should increase risk as some traditional safe havens are losing their shine, Robeco says in its five-year outlook titled ‘A Brave Real World’. Investment Officer spoke with Peter van der Welle, strategist in Robeco’s Global Macro team, about the asset manager’s outlook.
'Global equities have 75% upside potential'
Global equities can rise by up to 75% over the next five years driven by profit growth, according to Knut Gezelius, lead manager of the Skagen Global fund.
Skagen is known for its active, value-based investment philosophy. But if you look at the largest positions of the global equity fund, you’ll mostly see prominent growth stocks such as Microsoft, Adobe, Alphabet and Mastercard. What happened?
UBS AM: Investors should not fear higher taxes with Biden-victory
The surprisingly strong global growth recovery is shifting to a lower gear, says Evan Brown, Head Mulit Asset Strategy at UBS Asset Management.
Banks focus innovation efforts on customer experience
European banks are focusing their innovation efforts on customer experience, a study by PwC Luxembourg has found. Though the study was conducted before the outbreak of the novel coronavirus, PwC’s Banking Industry Leader Roxane Haas believes Covid-19 will lead to a further acceleration of innovation in the field.