Delivering on the UN Sustainable Development Goals

Delivering on the UN Sustainable Development Goals

🕔11:16, 9.Oct 2020

Impact Engagement Principles AXA IM believes that significant positive societal impact can be generated through listed assets investment strategies. This is the case for capital allocation into best-in-class companies, and for engagement with companies where there is scope for change.

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Hard to beat

Hard to beat

🕔07:59, 9.Oct 2020

Manager Point of View The US equity market is sometimes referred to as the most efficient and over-researched market in the world. It’s an argument that some have linked to the reduced preference for active investing, judging the S&P 500

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Curing What Ails U.S. Healthcare

Curing What Ails U.S. Healthcare

🕔14:38, 8.Oct 2020

Weekly Economic Commentary IN THIS ISSUE: Curing What Ails U.S. Healthcare Child Care Is A Global Economic Issue When It Comes To The U.S. National Debt, History Will Not Repeat No one can avoid the doctor’s office forever. Whether for

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UBP – Global Fintech Equity – Product Card

UBP – Global Fintech Equity – Product Card

🕔13:02, 8.Oct 2020

The fintech industry offers a growing and diversified investment universe with more than USD 2 tn market cap depth. Around 180 companies specialising in global payments, financial IT infrastructure, networks & security, data and analytics, insurtech and regtech as well

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UBP – Growth Opportunities in Global Financial Innovation

UBP – Growth Opportunities in Global Financial Innovation

🕔11:25, 8.Oct 2020

UBAM – Global Fintech Equity We are pleased to announce the launch of the new fund UBAM – Global Fintech Equity under the Swiss & Global Equity franchise, which now holds 4bn USD in AUM. Why invest in Fintech? Podcast

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Implications of the global debt explosion

Implications of the global debt explosion

🕔09:48, 8.Oct 2020

European Gazette  Global debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting liquidity into most parts of the world economy, the debt predicament is set for a worse path. We explore the implications for sovereigns,

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Still waiting for the US cavalry

Still waiting for the US cavalry

🕔15:00, 7.Oct 2020

The Payroll data for September confirmed that the recovery of the US labour market is stalling. The fact that employment failed to grow outside the hospitality sector suggests the difficulties go well beyond the direct impact of Covid-fighting restrictions. Labour

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A new role for US equities in multi-asset portfolios

A new role for US equities in multi-asset portfolios

🕔13:24, 7.Oct 2020

Multi-Asset Solutions Weekly Strategy Report IN BRIEF From a portfolio perspective, exposure to tech winners in U.S. equities is not a free lunch. The same growth stories that prompted outsize U.S. equity returns in recent years and a faster recovery

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Sustainability Drives Success in a Post-Coronavirus World

Sustainability Drives Success in a Post-Coronavirus World

🕔11:03, 7.Oct 2020

ESG matters more than ever in choosing good companies KEY INSIGHTS The coronavirus pandemic has pulled forward environmental, social, and governance (ESG) trends by years in a matter of months. Societal pressures are driving unprecedented change and the need for

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Welcome to a new high yield universe

Welcome to a new high yield universe

🕔07:48, 7.Oct 2020

European Gazette / Summer 2020 As we started Q4 in 2019, we saw the economic cycle coming to an end. We were slightly perturbed that markets wanted to be quite bullish as Q3 numbers showed firms meeting and beating expectations.

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2020 ESG Distribution Study

2020 ESG Distribution Study

🕔14:53, 6.Oct 2020

As we write, the world at large is picking its way carefully through the aftermath of COVID-19, a crisis borne of many mothers, but one which can unquestionably be traced back to environmental and social factors. Businesses are beginning to

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Global Macro Policy Quarterly

Global Macro Policy Quarterly

🕔13:05, 6.Oct 2020

The Big Picture – Economics vs. Health trade-offs still dominate with big divergences  Historically unprecedented times. We are through another quarter battling Covid-19 with optimism around vaccine releases tempered by high global case incidences led by India, Brazil, and the US.

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Contraction > recovery > late cycle

Contraction > recovery > late cycle

🕔11:07, 6.Oct 2020

CROSS ASSET Investment Strategy Monthly #10 October 2020 Investors have been dealing with rising volatility in equities and initial signs of a fall in the extreme market complacency over the last few months. This is leading to some key divergences

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Weekly Market Recap – 5 October 2020

Weekly Market Recap – 5 October 2020

🕔09:13, 6.Oct 2020

Multi-Asset Solutions EMEA Summary for the week ending on Friday, 2 October  The political environment seemed to play a large role in driving sentiment last week. Investors kept a close eye on conflicting signals on stimulus negotiations between Treasury Secretary

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Het inflatievraagstuk en de overgang naar het post-covid tijdperk

Het inflatievraagstuk en de overgang naar het post-covid tijdperk

🕔08:04, 6.Oct 2020

Al drukt de covid-19 pandemie de economische groei en inflatieverwachtingen, centrale banken en overheden zetten hier steeds verdergaande stimuleringsmaatregelen tegenover. In combinatie met trends als deglobalisering, kan dit een structurele kanteling in gang zetten die de inflatie juist op een

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Monthly Index News

Monthly Index News

🕔14:31, 5.Oct 2020

September DAX Indices Key points The DAX family is led by Germany’s blue-chip DAX®. The MDAX® and SDAX®, respectively, gauge the performance of the country’s mid- and small-caps. The TecDAX® tracks German technology companies. Finally, the HDAX® Index groups all

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Investing Amidst a New Fed Policy Regime

Investing Amidst a New Fed Policy Regime

🕔13:23, 5.Oct 2020

Spotlight In early-September, the US Federal Reserve Chair Jerome Powell announced a shift in the inflation containment policy regime that had been in place since the 1970s. Recall how, facing rapidly rising and eventually double-digit inflation, then Fed Chair Paul

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Nieuw onderzoek van BNP Paribas Asset Management toont de potentiële impact van groene waterstof op de koolstofprijs

Nieuw onderzoek van BNP Paribas Asset Management toont de potentiële impact van groene waterstof op de koolstofprijs

🕔11:29, 5.Oct 2020

Persbericht Groene waterstof(1) zal een belangrijke pijler worden van de plannen voor duurzame ontwikkeling en emissiereductie van de Europese Unie (“EU”). Dit heeft aanzienlijke gevolgen voor zowel het decarbonisatietraject dat de EU de komende drie decennia zal volgen als voor

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Highlights of last week: Long-Term Outlook and Liquidity

Highlights of last week: Long-Term Outlook and Liquidity

🕔08:45, 5.Oct 2020

#40 Before we show you research-highlights of this week, let’s see what webinars you do not want to miss! On Wednesday 7 October, T. Rowe Price hosts a webinar called “What will a new era bring for Japan” and BNP

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Coronavirus: what now for economies and markets?

Coronavirus: what now for economies and markets?

🕔15:31, 2.Oct 2020

European Gazette / Summer 2020 It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent Europe is now more than half a year into

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Fed’s shift on inflation unlikely to send it higher soon

Fed’s shift on inflation unlikely to send it higher soon

🕔15:26, 2.Oct 2020

Key takeaways Fed shifts policy to accept inflation above 2% target “for some time” Historic shift is unlikely to generate higher US inflation in the near term Key US inflation drivers not pointing to higher prices, despite COVID-19 stimulus

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The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔15:08, 2.Oct 2020

Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the

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Plan, Don’t Predict

Plan, Don’t Predict

🕔15:07, 2.Oct 2020

Scenario Analysis: Planning Strategies for all Political Outcomes As the 2020 United States elections on November 3 approach, the enactment of new legislation and regulations are likely to depend, in large part, on whether there is a unifed or divided

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FTSE Russell study on EU Paris aligned benchmarks

FTSE Russell study on EU Paris aligned benchmarks

🕔14:53, 2.Oct 2020

Climate transition benchmarks have become a focal point for investors looking to integrate climate risks into their portfolios and align them with the climate goals of the Paris Agreement (or "Paris-aligned" benchmarks). This has fueled an active interest among investor

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A COVID-era guide to fixed income

A COVID-era guide to fixed income

🕔14:52, 2.Oct 2020

This spring, investors experienced one of the most volatile periods in modern market history. The speed with which financial markets sold off in March, and then rallied following unprecedented steps by the US Federal Reserve (Fed) and the US Treasury,

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