Why ESG matters for bonds
The higher a country’s ESG rating, the better its government bonds perform, MSCI has found.
Investment
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Japanese equities – this time lucky?
The re-election of Shinzo Abe as Japan’s prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?
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Equities to continue uptrend despite high valuations – NN IP
The big question on investors’ minds is whether equity markets will continue trending upwards in 2018. High valuations as such are not much of guide to answer that question, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners. Instead, investors should focus on trends.
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Emerging debt inflow run loses pace
The record run of flows into emerging market debt is continuing, but is losing pace as investors are taking profits against a backdrop of rising US rates and some geopolitical issues.
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TOBAM launches first European bitcoin fund
The French boutique asset manager TOBAM has launched the first ever mutual fund in Europe that tracks the value of bitcoin. The Alternative Investment Fund is domiciled in France and available only to professional investors.
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Fund buyers back 2017’s best asset class
The best performing asset class of the past year will continue to shine in 2018. That’s the fund buyer consensus.
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Global dividends jump 14.5%
Global dividends grew at their fastest rate for more than three years in the third quarter of 2017, with the UK putting in the strongest performance, according to the latest Janus Henderson Global Dividend Index.
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Brace for sub-zero returns
Most asset classes will provide investors with negative real returns going forward, according to US asset manager GMO. There’s just one exception to this rule.
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$1trn Norway wealth fund wants to drop oil and gas stocks
Norway’s sovereign wealth fund is proposing to dispose of all its holdings in oil and gas stocks to “make the government’s wealth less vulnerable to a permanent drop in oil and gas prices,” the fund announced in a letter to Norway’s ministry of finance.
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Pimco Income needs “big new idea” to continue outperformance
The Pimco Income Fund has been in unprecedented demand with investors this year. We spoke to investors in the fund to find out why, and assess whether the fund is likely to continue its outperformance.
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Expert Investor Belgium voting results
At a recent Expert Investor conference in Belgium delegates were ask what assets they thought would best perform over the next 12 months. Here are the results.
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Expert Investor Norway voting results
At a recent Expert Investor conference delegates were asked questions on equities and environmental, social, and governance (ESG) strategies. These are the results of the survey.