Buy side Archive

Aug 09, 2022
US asset owners lag on net-zero commitments
As asset owners around the world pledge formal commitments to net-zero, data from Cerulli Associates shows that those in the US are lagging behind peers in Europe and Asia. Cerulli finds that 44 percent of asset owners in Asia have pledged formal net-zero commitments, closely followed by 43 percent in Europe but less than a third (32 perc...
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Aug 01, 2022
Equity funds eke out positive inflows during first half of 2022, finds report
Despite a range of macro headwinds, the war in Ukraine and a bear market in stocks, equity funds eked out positive flows on a global basis during the first half of 2022, according to new research from Morningstar. During the first six months of the year, equity funds recorded $131 bn of inflows, a rise of 0.47 percent, says the research firm. Investor appetite moderated strongly during the half-year, however, with $180 bn of inflows in the first quarter and $49 bn o...
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Jul 20, 2022
‘Dire levels of pessimism’: BofA Bull & Bear Indicator remains at ‘max bear’
Half of investors want corporates to shore up balance sheets amid what Bank of America (BofA) describes as ‘dire levels of investor pessimism’. This is now the most popular choice among investors responding to the monthly BofA Fund Manager Survey (FMS) – far more so than looking for companies to increase capex (29 percent) or buybacks (15 percent). The July survey shows global growth expectations to be at an all-time low at net -79 percent. The f...
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Jul 01, 2022
The week in investor relations: Companies on abortion access, worst first half in 50 years for US stocks and new ETFs go after the ‘night effect’
– Reuters (paywall) reported that a growing number of large US companies have said they will cover travel costs for employees who must leave their home states to access abortions, but these new policies could expose businesses to lawsuits and even potential criminal liability, according to legal experts., Apple, Lyft, Micr...
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Jun 15, 2022
Klaus Ingemann of AllianceBernstein Copenhagen on investment strategies, Mifid II and ESG
AllianceBernstein (AB) worldwide has $779 bn in assets under management, 51 locations and 4,050 employees, including 352 investment professionals. The Copenhagen office has assets under management of $21 bn. AB Copenhagen was founded in 2014 when CPH Capital, founded in 2010, was acquired by AB. The Copenhagen-based investment team manages its investments autonomously but has access to AB’s global reach, managing equity portfolios for both retail and institutional...
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