Global ETF Survey

Global ETF Survey

🕔15:08, 16.Jul 2020

The growth of Exchange Traded Funds over the last two decades is one of the most striking revolutions financial services have been through. Lots of explanations are being put forward to explain the incredible attention those products have raised. Few

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Nordea AM | Listed Infrastructure

Nordea AM | Listed Infrastructure

🕔14:25, 16.Jul 2020

Interview with Jeremy Anagnos, CFA                   Last Wednesday, 15 July 2020, Nordea AM hosted their weekly Morning Espresso session. The session starts with Sébastien Galy, Senior Macro Strategist, who gives a macro

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BNP Paribas AM Survey

BNP Paribas AM Survey

🕔13:09, 16.Jul 2020

The COVID-19 crisis has highlighted the need for greater awareness of social considerations in investment decision-making. To better understand investors’ approach to social …

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Improving conditions but growing risks

Improving conditions but growing risks

🕔11:11, 16.Jul 2020

10 PREDICTIONS FOR 2020: MIDYEAR UPDATE  THE RECESSION WAS LESS SEVERE AND THE RECOVERY HAS (SO FAR) BEEN QUICKER THAN MANY EXPECTED. There is no doubt that the economic downturn was incredibly deep and painful. According to the IMF, U.S.

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Why we like credit

Why we like credit

🕔09:26, 16.Jul 2020

Weekly commentary We recently moved to a strategic overweight on credit after being underweight for the past year. Cheaper valuations compensated for the risk of corporate defaults and downgrades in the wake of the Covid-19 pandemic, in our view. We

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Hydrogen: the missing link

Hydrogen: the missing link

🕔07:52, 16.Jul 2020

The European Commission has introduced the “Green Deal”, a plan to make the EU carbon neutral by 2050. Hydrogen plays an important role in the plan. On 10 June, the German government announced its hydrogen strategy, a plan that …

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