Back to homepage

Sponsored

Japan’s software revolution is making up for lost time

Japan’s software revolution is making up for lost time

🕔16:00, 16.Sep 2021

The use of software solutions by companies to improve competitiveness, efficiency and productivity, and reduce costs, is picking up pace – just in time, as a shortage of skilled workers continues to bite. Over several decades Japan has built a

Read Full Article
A look into the future: The strengthening case for investing in Asia

A look into the future: The strengthening case for investing in Asia

🕔15:51, 16.Sep 2021

It has been more than a year since COVID-19 was declared a global pandemic. The start-stop lockdowns that followed the first wave of the coronavirus outbreak made it particularly tough for many businesses and individuals to adapt.

Read Full Article
Made in Marseille – The framework for a global biodiversity strategy?

Made in Marseille – The framework for a global biodiversity strategy?

🕔08:13, 16.Sep 2021

The world’s largest organisation for the protection of nature – the International Union for the Conservation of Nature (IUCN) – holds its quadrennial gathering this week in Marseille. Rescheduled from 2020 due to the Covid-19 pandemic, the event is the

Read Full Article
How can we decarbonise the steel sector?

How can we decarbonise the steel sector?

🕔13:05, 15.Sep 2021

In 2020, the world produced 1 864 million tonnes of steel. This, combined with an energy-intensive production process, means the steel industry is responsible for a great deal of greenhouse gas emissions, more so than for example producing chemicals or

Read Full Article
Falling into Fall.

Falling into Fall.

🕔16:01, 14.Sep 2021

Government bond yields generally moved higher last week; the spectre of a withdrawal of ultraeasy policy conditions remains front and centre of attention. Indeed, we will hear more on this subject perhaps this week from Europe when the European Central

Read Full Article
Green revolution re-energises utility stocks

Green revolution re-energises utility stocks

🕔12:23, 14.Sep 2021

After three straight years of stellar performance, European renewable energy stocks have fallen back to earth in 2021. But the future is still bright for green power as the world’s transition to a low-carbon economy gathers pace. In the short

Read Full Article
A mature bull market is not something to fear

A mature bull market is not something to fear

🕔10:16, 14.Sep 2021

Monthly Investment Outlook: Global equity markets continued to climb in August while fixed income investors saw headwinds with rising risk-free yields joining volatile …

Read Full Article
Pandemic leaves consumers smarter about their food

Pandemic leaves consumers smarter about their food

🕔09:16, 14.Sep 2021

Market weekly: What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards more sustainable food production and consumption affected? What we have seen so far is an … Listen to

Read Full Article
The climate crisis becomes real

The climate crisis becomes real

🕔11:58, 13.Sep 2021

Global Sustainable Outcomes: There’s only one way to summarise Q2: a world divided. In North America and Europe economic recovery exceeded expectations as successful vaccination programmes supported market reopening. Here in the UK we emerged from a bleak winter of

Read Full Article
What about forgetting about the Fed, just for a while?

What about forgetting about the Fed, just for a while?

🕔11:34, 13.Sep 2021

Weekly investment update: Investors and economists spent the summer waiting for Fed chair Jerome Powell’s Jackson Hole speech in late August and the first part of September commenting on it. The next meeting of US Federal Reserve policymakers is not

Read Full Article
Building CSR into company culture is paramount

Building CSR into company culture is paramount

🕔09:10, 13.Sep 2021

There is much talk in the investor community around the three letters “ESG” (environmental, social, governance), but when it comes to corporate sustainability, CSR (corporate social responsibility), is equally as important. While the former provides a …

Read Full Article
De geheimen van inflatiegerelateerde obligaties

De geheimen van inflatiegerelateerde obligaties

🕔14:56, 10.Sep 2021

Nu de consumptieprijzen stijgen, zoeken beleggers steeds vaker producten om zich te beschermen tegen inflatie, zoals inflatiegerelateerde obligaties. Maar ze moeten zich ook bewust zijn van de complexiteit. De schokkende Amerikaanse consumentenprijzen in april maakten duidelijk dat de prijsdruk opnieuw

Read Full Article
Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

🕔12:34, 10.Sep 2021

Speculation is extraordinary, but so is potential. Whether investors welcome it—or even realize it— cryptocurrency, or crypto, is having an impact on their portfolios. The immense size of the cryptocurrency ecosystem and its disruptive effects are being felt across capital

Read Full Article
Meeting critical metals demand for a sustainable future

Meeting critical metals demand for a sustainable future

🕔12:29, 10.Sep 2021

Growth in the net-zero digital economy relies on increased production of critical ICT metals and rare earths. How can we green the world and connect it, while limiting the social and environmental impact? There is much talk about the scope

Read Full Article
The future of the financial sector: The analyst view

The future of the financial sector: The analyst view

🕔10:40, 10.Sep 2021

Key takeaways Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive. The rising wealth of Asian emerging economies, the growth in derivatives

Read Full Article
China’s Five-Year Plan: A transformative shift towards self-sufficiency

China’s Five-Year Plan: A transformative shift towards self-sufficiency

🕔08:27, 10.Sep 2021

The National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPCC) closed in Beijing on March 11th. This is the most important event on China’s political calendar, as the NPC approves the main policy objectives that will set the tone for the remainder of the year. This year was especially important, as it also …

Read Full Article
Q2 2021 bank earnings have beaten market expectations

Q2 2021 bank earnings have beaten market expectations

🕔16:16, 9.Sep 2021

Flash Update: Q2 2021 proved to be another good quarter for banks, beating market expectations once again. These beats were generally driven by better revenues in capital market divisions, especially equity trading and M&A, whilst loan loss provisions continued to

Read Full Article
Really low real yields.

Really low real yields.

🕔14:52, 9.Sep 2021

In Credit  AUGUST 2021 As we start a new month, we can reflect on another better week and month for core government bonds. US yields fell by around 25bps in July. The fall was led by declining real yields, which

Read Full Article
De strijd tegen Delta

De strijd tegen Delta

🕔11:00, 9.Sep 2021

Hoewel de verspreiding van de nieuwe Delta Covidvariant de wereldeconomie heeft verstoord, zouden stimulansen en vaccinatieprogramma's een sterke groeivertraging moeten voorkomen. De economische groei is de afgelopen maanden duidelijk vertraagd, grotendeels door de verspreiding van de bijzonder besmettelijke Delta-variant van

Read Full Article
Another strong month for equities

Another strong month for equities

🕔09:26, 9.Sep 2021

Weekly investment update: Risk assets performed well again in August. Chair Powell said nothing in his keynote speech at Jackson Hole last week to reverse the positive trend. Low real yields continue to underpin valuations in …

Read Full Article
Decoupling from China? Not really – Just a shift in Asian supply-chains

Decoupling from China? Not really – Just a shift in Asian supply-chains

🕔08:57, 8.Sep 2021

Since the Sino-US trade war in 2018, some large developed countries have been pushing to reshore their global production, in effect seeking to ‘decouple from China’. Chatter about such a trend has raised concerns that Asian supply chains, which underpin

Read Full Article
Quick take on Jerome Powell’s Jackson Hole speech

Quick take on Jerome Powell’s Jackson Hole speech

🕔08:17, 8.Sep 2021

brief summary of their views. In his speech, Chairman Powell indicated that the US Federal Reserve (Fed) is on track to begin tapering its $120 billion-per-month asset purchase program later this year and shared a dovish view on US inflation.

Read Full Article
Green hydrogen – Investing in the ‘Swiss Army knife of decarbonisation’

Green hydrogen – Investing in the ‘Swiss Army knife of decarbonisation’

🕔17:48, 7.Sep 2021

Hydrogen can be seen as the answer to the challenge of reaching net-zero emissions as long as it can be produced without emitting CO2 – in other words, as long as it is green. Its characteristics have earned it the

Read Full Article
Barometer: Dealing with Delta

Barometer: Dealing with Delta

🕔15:40, 7.Sep 2021

Asset allocation: stimulus and vaccine offer enduring support Economic growth has clearly slowed in recent months thanks in large part to the spread of the particularly infectious Delta variant of Covid. Still, with monetary stimulus in plentiful supply and vaccination

Read Full Article
Are emerging markets on the cusp of a dividend boom?

Are emerging markets on the cusp of a dividend boom?

🕔09:32, 7.Sep 2021

The headline numbers tell a fairly grim story. Global dividend payouts fell 12.1%1 in 2020 as the COVID-19 pandemic forced economies to shut down for a prolonged period. The economic inactivity prompted many companies to go into …

Read Full Article
The Delta dilemma

The Delta dilemma

🕔11:58, 6.Sep 2021

Asset Allocation Monthly: During August, investor edginess increased. Financial markets partly reflected this with a decline in equities and commodities, a fall in long-term bond yields, and a rise in the US dollar. Expectations about the US Federal Reserve’s monetary

Read Full Article
Japan: Olympic host’s equity market is uniquely positioned

Japan: Olympic host’s equity market is uniquely positioned

🕔13:55, 3.Sep 2021

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer. While there has been a backlash from the Japanese public as a result of Covid-19 concerns, the intentions of the International

Read Full Article
Why invest in EM local currency debt?

Why invest in EM local currency debt?

🕔13:05, 3.Sep 2021

Disappointing US dollar bond returns in EM local currency debt has led to a decline in flows into the asset class over the past decade. In this paper, we discuss the key reasons to invest in EM local currency debt, some of the factors behind the recent weakness in the asset class returns and prospects for the asset class going forward. 

Read Full Article
Ontbossing: slimme bosbouwoplossingen die het regenwoud sparen

Ontbossing: slimme bosbouwoplossingen die het regenwoud sparen

🕔11:25, 3.Sep 2021

Het verdwijnen van tropisch regenwoud is een grote bedreiging voor onze planeet. Er liggen goede kansen voor bedrijven die helpen bij het wegnemen van de oorzaken van ontbossing. In de ongeveer vier minuten die het kost om dit artikel te

Read Full Article
How To Analyse Discretionary Macro Fund

How To Analyse Discretionary Macro Fund

🕔08:05, 3.Sep 2021

Whilst the definition is fairly broad, a traditional DMAC investment approach aims to build a balanced portfolio of directional trades that mix traditional and idiosyncratic premia (betas) by taking risk-on/risk-off positions using fundamental macro and market analyses that are not

Read Full Article
China’s vast opportunity set – Best enjoyed undiluted

China’s vast opportunity set – Best enjoyed undiluted

🕔09:13, 2.Sep 2021

Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent. A

Read Full Article
Big Tech Stocks: How to gauge regulatory risk

Big Tech Stocks: How to gauge regulatory risk

🕔08:16, 2.Sep 2021

When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something

Read Full Article
Funding Europe’s green infrastructure finance gap

Funding Europe’s green infrastructure finance gap

🕔15:54, 1.Sep 2021

Responsible Investment has witnessed strong growth over the past five years. However, the past six months have seen it embark on a much steeper trajectory. If we take a Google Analytics view on worldwide searches for “ESG” (environmental, social and

Read Full Article
Focusing on the ‘S’ – What is in it for investors?

Focusing on the ‘S’ – What is in it for investors?

🕔14:59, 1.Sep 2021

Market weekly: Being inclusive can lead to better results. It can also raise a company’s standing among the general public, in the labour market, among suppliers and customers and with regulators and investors. In our view, organisations that are more

Read Full Article
As the Global Economy Recovers, Japan Stands in the Spotlight

As the Global Economy Recovers, Japan Stands in the Spotlight

🕔11:19, 1.Sep 2021

Upbeat outlook as Japanese market is highly geared to global recovery. While Japanese equities made solid progress during the first half of 2021, the TOPIX gaining 8.52%, year-to date (as of May 28, 2021), performance has ultimately disappointed, with Japan

Read Full Article
De energietransitie zal nog decennialang beleggingskansen bieden

De energietransitie zal nog decennialang beleggingskansen bieden

🕔10:30, 1.Sep 2021

De omslag naar een klimaatneutraal energiesysteem is nog maar net begonnen. Vermogensbeheerder Pictet Asset Management ziet een hele brede waaier aan beleggingskansen, die veel verder gaat dan enkel hernieuwbare energie. Investeringen in groene energie komen nu echt op gang. De

Read Full Article
Preparing for the start of a ‘mini-cycle’

Preparing for the start of a ‘mini-cycle’

🕔08:23, 1.Sep 2021

– The recovery phase of the US economic cycle is increasingly mature and looks set transition to its next phase in the coming months, a ‘mini-cycle’, similar to the long expansions of the 1990s and in the post-Global Financial Crisis

Read Full Article
ETFs in EM local debt: Do they work?

ETFs in EM local debt: Do they work?

🕔12:46, 31.Aug 2021

In recent years we’ve seen a surge of interest in exchange traded funds (ETFs) as a cost efficient and effective way to try and replicate market index performance. But are ETFs as effective as investors think? As part of our

Read Full Article
Dimly aware of a certain unease in the air

Dimly aware of a certain unease in the air

🕔15:20, 30.Aug 2021

We borrowed a line from a Pink Floyd song for this week’s title, which seemed to sum up the mood in markets last week. The rise in cases of the delta variant of Covid brings fears of a pause in

Read Full Article
Blending Quant and Fundamental Portfolio Construction Inputs

Blending Quant and Fundamental Portfolio Construction Inputs

🕔14:05, 30.Aug 2021

Because our multi‑sector strategies have the flexibility to invest across many fixed income sectors, we use a range of quantitative and fundamental inputs to inform our sector allocations. The sector strategy advisory group (SSAG) model is one of these tools.

Read Full Article
De natuurlijke rem op bevolkingsgroei

De natuurlijke rem op bevolkingsgroei

🕔14:45, 27.Aug 2021

Er wonen ruim drie keer zoveel mensen op aarde dan 70 jaar geleden. Die toename verklaart voor een groot deel waarom we tegenwoordig veel meer vragen dan onze planeet ons kan geven. In de film ‘A Life on Our Planet’

Read Full Article
De opmars van AI

De opmars van AI

🕔13:17, 27.Aug 2021

Uitdagingen voor beleggers na de coronapandemie: Ook voordat de coronapandemie de wereld begin 2020 overspoelde, verspreidden kunstmatige intelligentie (AI) en gerelateerde technologieën zich al van hun bakermat – tech- en internetbedrijven – naar andere sectoren. Door de coronacrisis kwam de

Read Full Article
A distinctive approach to investing

A distinctive approach to investing

🕔12:02, 27.Aug 2021

A distinctive approach to investing  Capital Group has been investing around the globe for more than 60 years. Its unique multiple-portfolio manager approach, The Capital SystemSM, sets it apart from many other global asset managers. Rob Lovelace – who is

Read Full Article
Why This “Value” Recovery May Have Only Just Begun

Why This “Value” Recovery May Have Only Just Begun

🕔11:07, 27.Aug 2021

Economic recovery and earnings momentum set to sustain the rotation back to value. Value as an investment style is enjoying a revival. After being described as moribund by some, we started to see a rotation from “growth” to “value” in

Read Full Article
How can we tackle the effects of air pollution on human health?

How can we tackle the effects of air pollution on human health?

🕔10:05, 27.Aug 2021

Climate change impacts human health in a number of ways. Rising average temperatures mean a higher risk of heatwaves – at the time of writing, the US Pacific Northwest is experiencing ‘life-threatening’ temperatures. Indeed, the Lancet has described climate change

Read Full Article
Monthly Investment Outlook August 2021

Monthly Investment Outlook August 2021

🕔16:53, 26.Aug 2021

Our expectation of a mini-cycle is playing out largely as expected with US economic data no longer surprising to the upside and Euro area upside economic surprises waning. August should see the US Federal Reserve begin to pivot its policy

Read Full Article
Dimly aware of a certain unease in the air

Dimly aware of a certain unease in the air

🕔14:14, 26.Aug 2021

We borrowed a line from a Pink Floyd song for this week’s title, which seemed to sum up the mood in markets last week. The rise in cases of the delta variant of Covid brings fears of a pause in

Read Full Article
Fashion eyes sustainability via the circular economy

Fashion eyes sustainability via the circular economy

🕔12:01, 26.Aug 2021

The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change. I love shopping for clothes

Read Full Article
China: Transitioning To A Brave New World

China: Transitioning To A Brave New World

🕔09:04, 26.Aug 2021

The return of volatility to China markets. China’s equity markets have been roiled by a combination of concerns in recent weeks, culminating in the fallout from the Archegos family office liquidations in late March. However, this volatility has retraced …

Read Full Article
Building Confidence Toward Your Retirement

Building Confidence Toward Your Retirement

🕔17:49, 25.Aug 2021

Confidence in one’s future retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s outcomes. Confidence declines as retirement approaches, which may reflect increasing anxiety and uncertainty for preretirees as they approach retirement. Retirees

Read Full Article

SEARCH