Buy side Archive

Savers added £1 bn ($1.35 bn) in new cash to their equity holdings in December, taking the 2021 net inflow to a record £14.2 bn, according to the latest Fund Flow Index (FFI) from Calastone. Last month the firm’s data showed that the emergence of the new Omicron variant had prompted an ‘abrupt’ £83 mn sell-off...

Thirty-six percent of investors say they support divestment as a tool against climate change, up from 30 percent before COP26. That’s according to a survey of more than 5,000 investors across the UK, Italy, Germany, South Africa and the US by investment manager Ninety One, in a poll seeking to determine attitudes to ESG issues and whether investors are willing to modify their approaches following the climate summit. Although more investors (45 percent) still say t...

Divestment is not the answer if we want to reach net-zero by 2050. That is the argument put forward by Hendrik du Toit, founder and CEO of investment manager Ninety One, in the firm’s 2022 investment outlook. The Q&A look-ahead focuses heavily on fund managers’ takeaways from COP26, with Du Toit saying he left the event ‘reasonably optimistic...

Investors are worried about the outlook for industrials companies, with more than half expecting earnings to decrease amid ongoing supply-chain issues and high inflation, according to new research. Corbin Advisors’ industrials buy-side perception study, which polled around 30 sector-focused investors and analysts, finds 58 percent believe earnings will decrease sequentially, a rise from 10 percent in last quarter’s survey. Seven out of 10 respondents expe...