Schroders: Inflation-linked bonds: is Covid-19 stimulus boosting their appeal?
With vast and potentially reflationary government stimulus programmes launched in response to Covid-19, should investors be considering inflation exposure to diversify their portfolio?
UBS AM: Crash to recovery – what's next?
COVID-19 has taken a toll on the global economy and markets, creating uncertainty and causing widespread investor panic. But where are we now and what are the investment opportunities in equities, fixed income, hedge funds and multi-asset?
State Street survey finds return of investor optimism
Most institutional investors expect there to be minimal impact on their business from the coronavirus crisis, even though three in ten say their daily investment-related operations were disrupted by the volatility. These are the key findings of State Street’s ‘Volatility Study 2020’ – seen exclusively by investmentofficer.lu – which surveyed 640 mainly insurance and pension funds in April.
Quintet to centralise operations in Luxembourg
Quintet Private Bank is planning to merge its European subsidiaries into one business unit based in Luxembourg. Approval has been requested from local supervisory authorities.
AXA IM: Meet the Manager: Digital Economy
We believe that COVID-19 has accelerated trends in the digital economy – the importance of the tools, products and services offered by companies has been proven during the crisis, and could play out even stronger once the current turmoil passes.
Investor confidence recovers swiftly
State Street’s Global Investor Confidence Index increased to 94.3 points in June, more than 20 points higher than the low it reached at the height of the coronavirus crisis in April. European investors are most upbeat.
The confidence of European investors rose more than 11 points to 119.7, meaning the majority of investors on the continent are increasing their allocations to risky assets. Asian investor confidence moved backed to neutral, rising 18.6 points from its May reading.
Candriam launches Circular Economy Fund
With the SRI Equity Circular Economy Fund, the Belgian asset manager Candriam has launched another impact investment fund. The launch comes exactly one year after the start of its Climate Action Fund.
Will gold keep going higher?
While everyone is watching the main US stock indices break records day after day thanks to FAMANG stocks, the gold price also keeps creeping higher towards $1800 per ounce. Many investors remain sceptical, as they struggle to value gold. But there’s a lot to say for the gold rally to continue.
UBS AM: Mid-year outlook - Plotting the path to recovery
In anticipation of markets post-COVID-19, we map out the hit to the global economy and possible path for recovery. Will it be a W, V, U or something unanticipated and when will economies return to pre-COVID levels?
Capital Group : Mid-year Outlook: Recovery on the horizon
In the opening weeks of 2020, investors had very few hints of the daunting events to come in this most unusual year. Although global economic growth was slowing, there were reasons to be cautiously optimistic.
That was then. This is now.