Research: robo advisers yet to make breakthrough
The investment industry’s high expectations of robo advice and the use of blockchain technology have not yet been met. For now, robo advisers have failed to make a decisive breakthrough, according to research by the CFA Institute among more than 250 of its member organisations.
A substantial majority of these appear yet not to use big data analysis, machine learning or artificial intelligence in risk management, compliance or the investment process.
Big tech wins big in crisis
In mid-July, Bloomberg published a revealing, or if you wish, shocking message: a list of the fifteen ultimate corona crisis stock market winners. The top-10 consists of ten men, almost all of them 50+ and almost all of them are American.
UBS AM: Hong Kong a canary in the coalmine?
Hayden Briscoe, Head of Fixed Income, Asia Pacific at UBS AM, reports on what’s happening on the ground in Hong Kong.
Capital Group: Greetings from 2030: Growth investing for the next decade
Companies, Anne-Marie Peterson observed early in her investing career, go through life cycle changes just like people do.
Schroders: continued demand for hotel real estate despite crisis
The coronavirus crisis has hit the hotel market hard. So one may expect this to negatively affect the demand for hotel real estate as an investment. Nevertheless, Schroder Real Estate Hotels has raised more than €400 million for its first pan-European hotel fund.
The majority of the capital has so far been pledged by major European insurance companies. Robin Hubbard, head of Real Estate Capital at Schroders, declines name any of these, but he does see a common denominator among the institutional investors who have committed to the fund.
EU relaxes financial market rules to support recovery
The European Commission will relax a number of financial market rules to enable stock exchanges to play a greater role in the recovery from the coronavirus crisis.
Schroder RE Hotels' debut operating hotels fund surpasses €400 million
Schroders is pleased to announce that following another closing, it has so far raised €425m of equity commitments for its debut hotel fund, the Schroder European Operating Hotels Fund I.
The Big Tech story: can the biggest get even bigger?
The market value of big technology companies such as Facebook, Apple, Amazon, Microsoft and Alphabet (Google) have risen much faster than the market average over the past decade. Christophe Braun, Investment Specialist at Capital Group, believes these mega-caps can grow even bigger, as they are well-positioned to ride out a weaker global economy over the short to medium term, and have the opportunity to monetise new or existing services that could support their share prices.
AXA IM: Can working from home save the planet?
The COVID-19 pandemic is having a profound impact not just on the way we live, but also on the way we work.
Crisis drives insurer shift to flexible investment strategy
The shift from public to private investments among insurers is continuing and the coronavirus crisis has not changed that so far. The crisis has, however, emphasised the added value of managing risk budgets rather than maintaining strict limits on allocations to different asset classes.