Are income and ESG incompatible?
‘Dividends tend to come from more mature (browner) companies and industry groups’
Analysis
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Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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Inflation fears mount for fund managers
But are their concerns really warranted?
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Is Asia on the backfoot when it comes to ESG?
‘Suppression of ethnic groups such as the Uyghurs, Tibetans and Mongols has attracted considerable international attention’
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Southern Europe may see covid recovery delay, warns Moody’s
Sharp decline of women in the workforce could have long-term consequences
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Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
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How to play to covid recovery?
Uneven vaccine roll-out behind differences in equity and fixed income market performance, says one strategist
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Tesla, VW and the race for EV domination
‘There’s no doubt the electric vehicle market is a major structural growth story’
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Bond market blues
What are higher yields telling us about inflation expectations?
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SFDR gives clients the right tools to ask tough questions
But ‘its debut has been 50 shades of green rather than the holy grail that some had hoped for’
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Pandemic tests resiliency of European banks
While balance sheets mostly remain strong, profitability was already weak going into the current crisis
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Retail investors are changing the market for passive in Europe
‘Story’ ETFs have particular appeal for a new breed of retail investor, who now have the tools to buy into these ideas