Schroders: Everything you need to know about sustainable investing
We clarify what some of the commonly misunderstood sustainability terms mean.
UBS AM: How climate aware are you?
COVID-19 has amplified the climate change challenges faced by investors and highlighted the need for resilience and adaptable infrastructure. Will this lead to a turning point in the climate challenge and make investors more climate aware?
Schroders: Beware the "BEVI" bubble in Asia
In certain sectors in Asia, a speculative fervour has taken hold, particularly among retail investors.
AXA IM: AXA IM launches ESG-integrated euro denominated emerging market debt fund
AXA Investment Managers (AXA IM) announces the launch of the AXA WF Emerging Markets Euro Denominated Bonds fund, focussing on investing in emerging market bonds issued in euros while also adhering to AXA IM’s ESG standards.
UBS AM: The dueling threats to US, China tech
The drumbeat of US-China tensions is likely to crescendo in the coming months, with the relationship devolving across many fronts.
AXA IM: Fixed Income in COVID-19: Adapting to protracted low interest rates
The COVID-19 pandemic has widened several fault lines that existed before the crisis struck, exacerbated by a public health crisis on a scale not seen in generations.
'DAX benefits from pro-active German Covid-19 approach’
The German DAX Index has recovered remarkably quickly from the corona slump. Moreover, it’s the best-performing equity market in Europe this year. Germany is benefiting from its pro-active corona approach and the pick-up in economic activity in China, its main export destination, says Christoph Ohme, senior portfolio manager for German equities at asset manager DWS. But German companies now have to live up to investors’ expectations.
It's the dollar, stupid!
Central banks and governments around the world are once again engaged in a ‘currency devaluation’ contest. The US dollar has been on a sharp downward trend in recent weeks. This has had a significant impact on financial and real assets.
The chart below, which we borrowed from Hong Kong investor Puru Saxena and goes back all the way to 1980, suggests the dollar indeed is on a long-term downtrend.
Finance industry excluded from Covid-19 benefits
Financial and insurance businesses in Luxembourg have been denied access to the Covid-19 partial unemployment aid. They are probably also ineligible for the new package to support the economic recovery.
When Luxembourg implemented partial unemployment on 18 March to support companies and their employees impacted by the COVID-19 crisis, around 320 claims from financial and insurance institutions for a total of €47.7 million were rejected by the authorities.
Morningstar: 5 Things to Know About Regulation
Morningstar’s latest Global Investor Experience study compares how regulation and taxation policies impact the investor experience across 26 different markets.