Strong economic data over the last week in the US, Europe and Asia appears to be confirming the perception among investors that a cyclical recovery is well established. As a result, valuations of risk assets have risen on the view that the pandemic will be overcome this year.
De uitbreiding van de digitale economie doet de vraag naar datacenters toenemen, maar baart ook zorgen over hun energieverbruik. De oplossing voor dit probleem is een aantrekkelijke belegging in groen vastgoed.
COVID-19: Data privacy risks and potential opportunities Social sensitivities around personal information held by external parties, particularly technology firms, has rapidly grown in recent years – and it’s a concern which has escalated in the wake of the COVID-19 pandemic.
Society’s data usage has been growing exponentially for decades,1 but the lockdown measures imposed during the COVID-19 pandemic have placed even greater emphasis on the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with
Webinar – Want to get the best insights from ESG data? Do you want to engage with industry experts discussing the latest on ESG content and how to implement it into your investment strategies? Webinar information Date: 21 May 2020
Webinar – Deal Making in Uncertain Times Join us for a Webinar on April 22 at 11am ET | 10am CT to get the latest data and insights straight from our Deals Intelligence experts at Refinitiv Our 2020 Deal Makers Sentiment Survey findings revealed
How the new richness and accessibility of data, and advances in data science, are enhancing both quantitative and traditional fundamental investment research—and sparking a revolution in active management. Spreading from its origins in technology and retail, data science is now
Mind the Gap 2019 Our second global investor returns study found declining investor return gaps in most markets we studied. In addition, we found the best results in areas where investors are required to make a commitment to continued investment
Interview Whilst artificial intelligence (‘AI’) has been around since at least the 1950s, interest in the topic has boomed since 2012. This has been driven largely by applied breakthroughs with Deep Learning in diverse applications such as image recognition, natural
NLP–enabled impact investing AXA IM wants to be able to asses information on how companies have a positive impact regarding the United Nation Sustainable Development Goals (SDGs). To develop and refine such a process, we want to equip analysts with
Personal data is arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies. Today, as individuals, we boast a huge digital presence, with the
Through three industrial revolutions, technology has led to significant changes across economies, societies and businesses. Steam engines jump-started the transition of societies from agriculture to industrial production. The use of fossil fuels in engines and innovation in business models such
This paper revisits the discussion about the role that fundamentals play in asset prices using sovereign credit spread data. We augment the standard macroeconomic proxy set by text-based measures of country and global fundamentals from a database of Reuters news
This article examines the consistency of ESG (Environmental, Social and Governance) data sets from four different ESG data vendors. We find that E scores are consistent across vendors, but suffer from ambiguity defining “better” scores. S scores are somewhat less
We believe that Environmental, Social and Governance (ESG) issues can have a material effect on company fundamentals, in terms of both opportunities and risks, and that ESG analysis can highlight latent risks and provide early warning signals of a potential
New technologies are transforming our lives. Smartphones, GPS and “smart home” devices like Alexa and Siri are just a few examples of technologies that are changing communication, transportation and daily tasks. Industries are being transformed just as much, with companies
US Watch Since the elections, household and business confidence has improved However, the hard data has not caught up with this optimism In the past, consumer surveys have shown a limited correlation with hard data, such as retail sales, a
News Analysis Implied expectations of future monetary tightening from the US Federal Reserve (Fed) continued to recede over the course of the past week, notwithstanding a number of relatively upbeat economic releases. Factory orders were strong and the March ISM
