The “In-Between,” the “New Normal,” and What’s Next…

The “In-Between,” the “New Normal,” and What’s Next…

🕔16:11, 22.Feb 2021

Sometimes in life, you find yourself “in between.” In between seasons, in between relationships, in between jobs. One season is ending, and the next has yet to begin. This is where markets are now. 

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MiFID II research unbundling: assessing the impact on SMEs

MiFID II research unbundling: assessing the impact on SMEs

🕔14:18, 22.Feb 2021

This article analyses the impact of the MiFID II research unbundling provisions on EU sell-side research, following their application on 3 January 2018. The MiFID II provisions require portfolio managers to pay for the research that they obtain, either by paying themselves or by passing on that charge to their clients. Concerns have been raised …

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What can stop Biotech?

What can stop Biotech?

🕔12:47, 22.Feb 2021

The biotech sector has generated stellar returns since its inception and we view it as a strategic pillar of our model allocations. However, the growth advantage is not what it was and we fear the short-term effect of rising bond yields.

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ESG-labelled bonds – the carrot and the stick

ESG-labelled bonds – the carrot and the stick

🕔09:33, 22.Feb 2021

One of the pushbacks that investors in fixed income funds often make is: “Can bondholders really influence companies on sustainable issues in the way equity holders can?” It’s a fair question – after all, we provide companies with capital but we don’t own any equity, nor do we have any voting rights. However, to dismiss fixed income investors as mere bystanders would be …

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Developing capital markets make China an exciting option

Developing capital markets make China an exciting option

🕔08:04, 22.Feb 2021

With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities. The past several years has seen investors inundated with negative headlines about trade wars and international tensions. But what has been much overlooked is the significant progress China has made in developing its capital markets, which has made investing there more …

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Twitter

"Has the tide finally turned for #emergingmarkets #equities after a decade of trailing #US markets? It’s a question we often hear." 5 reasons why EM equities could power ahead in #2021 by @CapitalGroup -> https://www.opiniopro.com/2021/02/capital-group/5-reasons-why-em-equities-could-power-ahead-in-2021/

The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

Reflation, Flation, What’s Your Nation? https://www.etftrends.com/model-portfolio-channel/reflation-flation-whats-your-nation/ #ETF #tracker

Not many places to hide last week, but #cyclical sectors held up relatively well amidst the backup in rates.

#financials
#industrials
#energy

@FactSet data

#MoneyMarketFunds that lend to #PrivateSector borrowers experienced large withdrawals during the financial stress of March 2020, but cumulative outflows differed considerably across funds https://www.bis.org/publ/qtrpdf/r_qt2103b.htm

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