Angst in the global FX village

Angst in the global FX village

🕔15:17, 30.Nov 2022

The FX regime of the last 20-25 years was characterised by a massive accumulation of USD reserves by export-oriented Asian countries, overall low FX volatility, and a still dominant role for the USD as a ‘public good’ facilitating global trade.

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Private equity’s role grows in volatile times: Montana Capital Partners annual survey results

Private equity’s role grows in volatile times: Montana Capital Partners annual survey results

🕔13:43, 30.Nov 2022

Montana Capital Partners (“mcp”) has published its 10th Annual Investor Survey, titled “The role of private equity in volatile times — how leading investors respond to the new market environment”, which explores the current investment strategies and preferences of global

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Some light for investors after the storm – Outlook 2023

Some light for investors after the storm – Outlook 2023

🕔12:26, 30.Nov 2022

We expect global growth to slow significantly, with several countries across both developed markets (DM) and EM suffering stagnation, while others may face a slowdown at best. Global growth should land at around 2.2% in 2023, down from 3.4% in

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Annual Investor Survey 2022

Annual Investor Survey 2022

🕔10:32, 30.Nov 2022

Montana capital partners (“mcp”) is pleased to present the results of its 10th Annual Investor Survey, which gathers the views of institutional investors, such as banks, asset managers, pension funds, insurance companies, and sovereign wealth funds (classified throughout the report

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Quick take: Austerity deferred in the UK

Quick take: Austerity deferred in the UK

🕔08:28, 30.Nov 2022

It is hard to believe but just under eight weeks ago, Kwasi Kwarteng, then UK chancellor, announced his ‘growth plan’ comprising the Truss government’s energy price guarantee and large tax cuts. At the time, I described the announcement as radical

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Investing in Influence

Investing in Influence

🕔16:46, 29.Nov 2022

Companies invest billions of dollars in political influence through lobbying, campaign contributions, and other means. However, as with other intangible assets, political capital tends to be overlooked by the market. We show how investors can earn excess returns buying undervalued

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔14:41, 29.Nov 2022

ETFs posted strong net inflows , gathering $2.7bn last week. Equity ETFs captured $1.9bn while Fixed Income enjoyed inflows of $1.0bn. Commodity, on the other hand, endured net outflows of $217mn.

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Clean hydrogen: Opportunities beyond the hype

Clean hydrogen: Opportunities beyond the hype

🕔12:36, 29.Nov 2022

Hydrogen can be used as a carrier of energy, and as an input into chemical and industrial processes. Clean hydrogen is, therefore, a crucial decarbonisation tool for a range of industrial activities including steel, aluminium, iron and chemical production. We

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Risk & Reward – Third edition

Risk & Reward – Third edition

🕔10:23, 29.Nov 2022

While most investors are open to equity exposure in a low volatility market, they tend to shy away as volatility increases. To counteract equity volatility, asset managers have traditionally added perceived ‘safe haven’ assets like government bonds to the portfolio.

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History Lessons: How “Transitory” Is Inflation?

History Lessons: How “Transitory” Is Inflation?

🕔08:00, 29.Nov 2022

Bad news: History tells us that once the inflation genie is out of the bottle, it can take far longer to return to normal levels than most people realize. Indeed, when Federal Reserve Chair Paul Volker took office in 1979,

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The Big Picture 2023 Outlook

The Big Picture 2023 Outlook

🕔16:50, 28.Nov 2022

Given our view that 2023 will be a year of transition from a contraction regime to one of recovery, we reduce the defensiveness of our Model Asset Allocation, while keeping some powder dry for when recovery is confirmed. We are

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Long Term Outlook: Macroeconomic Scenarios and Expected Returns 2023-2026

Long Term Outlook: Macroeconomic Scenarios and Expected Returns 2023-2026

🕔14:56, 28.Nov 2022

To many investors, this year will feel like a rollercoaster. Several major developments have impacted the world economy, and in response, financial markets have reacted fiercely by repricing asset markets. Especially at times like these, it’s important to take a

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Artificial intelligence for sustainable finance: why it may help

Artificial intelligence for sustainable finance: why it may help

🕔10:16, 28.Nov 2022

Developments in Artificial Intelligence (AI) and machine learning have led to the creation of a new type of ESG data that do not necessarily rely on information provided by companies. This paper reviews the use of AI in the ESG

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Artificial Intelligence and ESG: How do they fit?

Artificial Intelligence and ESG: How do they fit?

🕔08:32, 28.Nov 2022

The good news is that AI tools are available now which can collect and analyse more information on ESG risks and opportunities than ever before. These tools improve the quality of data, analyse it effectively and create new exciting opportunities. 

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Obligatiebeleggers en de verleidingen van de Costanza-regel

Obligatiebeleggers en de verleidingen van de Costanza-regel

🕔14:37, 25.Nov 2022

Moeten wereldwijde obligatiebeleggers, na een moeilijk begin van het jaar, George Costanza van Seinfeld volgen en tegen hun instinct in handelen? Voor obligatiebeleggers zijn het ongelooflijk moeilijke maanden geweest. Er was geen plaats om zich te verbergen, aangezien de meeste

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The end of an era

The end of an era

🕔12:55, 25.Nov 2022

Monthly Investment Outlook: With the September swoon in risk assets, markets have simply moved to unprice the optimism built up over the summer about the prospects of a pause in Fed tightening …  

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Why research is so critical when it comes to investing in China

Why research is so critical when it comes to investing in China

🕔10:15, 25.Nov 2022

Key takeaways  Chinese equities have had a volatile 2022 so far as the country has had to navigate COVID-19 restrictions, property debt concerns and supply chain constraints among many other headwinds China is becoming an increasingly selective market that requires

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Semiconductors: The Road Ahead

Semiconductors: The Road Ahead

🕔09:06, 25.Nov 2022

In mid-September we moved our fundamental outlook for the semiconductor industry to declining, based on the expectation of slowing demand and the fact that inventory levels were well above historical averages across multiple end markets and channel distributors. Only a

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Duurzaam beleggen in de gezondheidszorg

Duurzaam beleggen in de gezondheidszorg

🕔16:28, 24.Nov 2022

Waarom de particuliere gezondheidszorgsector beleggers de mogelijkheid biedt om aantrekkelijke rendementen te behalen en het 'sociale' aspect van ESG aan te pakken. Bij duurzaam beleggen wordt de 'S' in ESG vaak verwaarloosd. De aandacht van beleggers wordt meestal getrokken door

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Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔14:17, 24.Nov 2022

On the surface, the better‑than‑expected rebound in US gross domestic product (GDP) growth in the third quarter would reinforce the Fed’s need to remain aggressive on tightening policy. However, looking at the details, there is growing evidence that the economy

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Against Utopia: The Need for a Pragmatic Transition

Against Utopia: The Need for a Pragmatic Transition

🕔12:44, 24.Nov 2022

Transitioning to a fossil fuel free world requires pragmatic decisions in the short term – and investing where our money can have the most impact. 

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Kwartaalupdate Commodities

Kwartaalupdate Commodities

🕔10:06, 24.Nov 2022

Grondstoffen maken inmiddels zo’n 20 jaar deel uit van robuuste institutionele beleggingsportefeuilles. In die tijd is er veel veranderd. Passieve invullingen maken binnen de beleggingscategorie plaats voor alternatieve invullingen die zich over de afgelopen jaren meermaals hebben bewezen. Zowel met

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The Default Risk is Overblown

The Default Risk is Overblown

🕔07:41, 24.Nov 2022

Continued high yield selloffs throughout September and October have put increasing pressure on credit investors. Spreads have blown out to around to 650 bps, which gives an implied default rate 8.6% at the time of writing (Figure 1), approaching the

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Dividends: Building resilience in a new market reality

Dividends: Building resilience in a new market reality

🕔14:58, 23.Nov 2022

The market pivot away from growth stocks over the past year has brought the dividend component of total stock returns back into focus. Dividend-payers in the S&P 500 Index have outpaced the broader market by a significant margin over the

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Harnessing the power of investment to accelerate a nature positive future

Harnessing the power of investment to accelerate a nature positive future

🕔12:22, 23.Nov 2022

The world has woken up to the vital role that nature plays in supporting our economy and society. With more than half of our global GDP dependent on the natural world, 1 we believe that the reality is stark: nature

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Investing in biodiversity – Why and How

Investing in biodiversity – Why and How

🕔10:32, 23.Nov 2022

A decline in the ecosystem services that nature provides will initially pose a direct physical risk to businesses as harvests become more unreliable, weather patterns change and pollinators no longer support agriculture. The risk is both event-driven, e.g. flooding or

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A Trend-Following Strategy for Portfolio Diversification

A Trend-Following Strategy for Portfolio Diversification

🕔08:25, 23.Nov 2022

An object in motion, Isaac Newton postulated, continues in motion unless acted on by another force. That law of classical physics has its analog in the realm of financial markets. Crowd psychology and pricing dynamics create observable momentum in returns,

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Biodiversiteit: waarom beleggers hieraan aandacht moeten besteden

Biodiversiteit: waarom beleggers hieraan aandacht moeten besteden

🕔15:51, 22.Nov 2022

Bedrijven en beleggers hebben te lang hun ogen gesloten voor de bedreiging die biodiversiteitsverlies met zich meebrengt voor de welvaart en groei voor de mensheid. Ze moeten nu de natuur herstellen en de economie duurzamer maken. In de afgelopen 30

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Clean hydrogen: Opportunities beyond the hype

Clean hydrogen: Opportunities beyond the hype

🕔14:26, 22.Nov 2022

Hydrogen can be used as a carrier of energy, and as an input into chemical and industrial processes. Clean hydrogen is, therefore, a crucial decarbonisation tool for a range of industrial activities including steel, aluminium, iron and chemical production. We

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Global Tail Risks Report

Global Tail Risks Report

🕔12:54, 22.Nov 2022

In January 2020, the world was hit with some jarring news: The first human-to-human transmission of COVID-19 was reported in Europe. According to news reports at the time, a German man acquired the infection from a colleague who had recently

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Biodiversity – Why investors should care

Biodiversity – Why investors should care

🕔08:20, 22.Nov 2022

The past 30 years have seen a bigger improvement in human prosperity than all of the past centuries combined. We have built more roads, buildings and machines than ever before. More people are living longer and healthier lives and access

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Flexible fixed income: The pursuit of consistent income streams

Flexible fixed income: The pursuit of consistent income streams

🕔15:56, 21.Nov 2022

Generating income is a key role of fixed income. For investors, the durability of income streams becomes more important amid heightened volatility in both equity and bond markets. Capital Group portfolio manager Damien McCann provides context around …

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2023 Long-Term Capital Market Assumptions

2023 Long-Term Capital Market Assumptions

🕔14:00, 21.Nov 2022

Our 2023 return outlook stands in stark contrast to last year’s. Across markets, the unwind of dislocations, notably negative policy rates and large central bank balance sheets, has been abrupt. Few asset classes emerged unscathed. But our LTCMAs deliver a

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The New Dynamics of Private Markets

The New Dynamics of Private Markets

🕔12:09, 21.Nov 2022

Private markets have provided farmers, entrepreneurs, corporate tycoons and property developers with access to capital for centuries. The first recorded private loan was almost four thousand years ago in Mesopotamia. But the modern era of private equity – focused on

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Obligaties lonken

Obligaties lonken

🕔10:51, 21.Nov 2022

De reële rendementen zijn in alle klassen van vastrentende waarden sterk gestegen. Dat schept voor beleggers kansen die we al jaren niet meer gezien hebben. Vastrentende waarden maken een heropleving door. Beleggers worden steeds vaker vergoed voor risico's – en

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The Future Of Work In Investment Management

The Future Of Work In Investment Management

🕔01:46, 21.Nov 2022

The fundamental purpose of finance is to contribute to society through enabling wealth creation and increasing societal well-being.1 The investment industry lies at the heart of this purpose, and it is dynamic and complex. With these characteristics come many opportunities

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The last time investment grade credit looked so good, Pluto was still a planet

The last time investment grade credit looked so good, Pluto was still a planet

🕔16:03, 18.Nov 2022

People my age and up will remember that for all of us (or since 1930, when Pluto was first discovered), the solar system consisted of nine planets. Then in 2006 a monumental event happened when the International Astronomical Union downgraded

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Why Invest in Emerging Markets with Impact Investing now

Why Invest in Emerging Markets with Impact Investing now

🕔14:18, 18.Nov 2022

-Emerging market (EM) stocks are trading at attractive valuations vs. developed market (DM) stocks -For a similar level of inflation between EM and DM, a higher level of growth is expected in EM -A China rebound should …

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Vastgoed, maar dan met toegevoegde waarde

Vastgoed, maar dan met toegevoegde waarde

🕔10:58, 18.Nov 2022

Beleggen in Europees vastgoed met toegevoegde waarde in een tijd van volatiele activaprijzen, stijgende rentes en vertragende economische groei. Beleggers beleven een periode van verhoogde marktvolatiliteit. Niemand weet precies waar de activaprijzen naartoe gaan – of het nu gaat om

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ESG Global Study: Chapter 2

ESG Global Study: Chapter 2

🕔08:21, 18.Nov 2022

Investors looking to access a broad range of ESG themes are therefore tasked with buying several singlethematic or narrowly focused funds. This underscores the need for all-inone, fully diversified solutions that target a wide array of sustainable goals through one

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Ethics And Artificial Intelligence In Investment Management A Framework For Professionals

Ethics And Artificial Intelligence In Investment Management A Framework For Professionals

🕔17:39, 17.Nov 2022

The use of artificial intelligence (AI) in investment management is rapidly increasing, posing both opportunities and challenges—including ethical challenges—for firms and professionals working to adopt these technologies in investment processes. This paper addresses the ethical considerations of using AI in

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SFDR in de praktijk: blijvende aandacht nodig

SFDR in de praktijk: blijvende aandacht nodig

🕔14:30, 17.Nov 2022

AFM Onderzoek naar de naleving van de SFDR en Taxonomieverordening door beheerders van Nederlandse beleggingsinstellingen en icbe’s

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Schroders Credit Lens – Perspective of EUR investor

Schroders Credit Lens – Perspective of EUR investor

🕔12:24, 17.Nov 2022

Credit spreads have narrowed again, especially in the US. Valuations remain more compelling in European credit. While US HY index spread has narrowed, lowest-rated CCC bonds are underperforming and dispersion between issuers is rising. Rising risk-free yields and wider spreads

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔10:15, 17.Nov 2022

ETFs posted net inflows of $290mn last week, driven by Fixed Income ETFs, which captured $1.0bn. Equity endured net outflows of $547mn while Commodity exposures lost $283mn. 

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Q3 2022 ESG Impact Report

Q3 2022 ESG Impact Report

🕔08:37, 17.Nov 2022

To be successful, companies need to have people at the helm who are wellequipped to create resilient long-term growth. By voting and engaging directly with companies, we encourage management to control risks while seeking to benefit from emerging opportunities. We

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Brazil presidential election outcome

Brazil presidential election outcome

🕔16:36, 16.Nov 2022

Below are some takeaways by Capital Group’s emerging market sovereign debt analyst Thomas Kontchou on important economic and policy considerations given the leftist candidate Luiz Inácio Lula da Silva’s victory in Brazil’s presidential election.

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ESG in de Praktijk Mary-Therese Barton over het engagement met soevereine kredietnemers uit opkomende markten

ESG in de Praktijk Mary-Therese Barton over het engagement met soevereine kredietnemers uit opkomende markten

🕔14:28, 16.Nov 2022

Praten over thema's als onderwijs of gezondheidszorg met overheden maakt deel uit van onze fiduciaire plicht – en helpt ons een holistische visie te vormen op de landen waarin we beleggen, zegt Mary-Therese Barton, Head of Emerging Market Debt.

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Quality Time in Small Cap

Quality Time in Small Cap

🕔12:54, 16.Nov 2022

We believe a moment has arrived when long-term and short-term opportunities in quality small cap equity are finally aligned, when one can invest in high-quality small …

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Assessment of Value Report

Assessment of Value Report

🕔10:34, 16.Nov 2022

We continue to operate in extraordinary times. Just as we are emerging to some sense of normality after the pandemic, the world continues to face instability. In the UK, we are experiencing a cost of living crisis and rising inflation.

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Is there a cure for current weakness in Chinese health care stocks?

Is there a cure for current weakness in Chinese health care stocks?

🕔08:16, 16.Nov 2022

As difficult as Chinese equities have been over the past year, weakness in the health care sector has been notable. While President Biden’s announcement of a plan to boost US biomanufacturing sent shares of Chinese health care companies tumbling over

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