Buy side Archive

Investors turn bearish, with growth prospects at lowest level since April 2020

Sep 14, 2021

Just 13 percent of respondents to the September fund manager survey from Bank of America (BofA) expect a stronger economy in the coming months. The figure marks the lowest point since April 2020 in the early days of the Covid-19 pandemic and is a huge slump from the 75 percent predicting growth as recently as June, or the bullish 91 percent ...

Buy side

FRC publishes signatories to new UK Stewardship Code

Sep 10, 2021

Maria Ward-Brennan

FRC publishes signatories to new UK Stewardship Code

The Financial Reporting Council (FRC) has announced details of the 125 successful signatories – representing £20 tn ($28 tn) in assets under management – to its new UK Stewardship Code. Following a review process that considered organizations’ investment styles, sizes and types, 125 out of 189 applications made the FRC’s list – the regulator’s first since the stewardship code was revised in 2020. The FRC received applications from 147 asset manag...

Buy side

Fidelity launches global fund to capture opportunity from climate solutions

Sep 07, 2021

Tim Human

Fidelity launches global fund to capture opportunity from climate solutions

Fidelity International has launched a new fund that invests in companies supporting the shift to a low-carbon economy. The Fidelity Funds – Sustainable Climate Solutions Fund will have a global remit and focus on products and services helping to limit global warming, such as electric cars, renewable energy, industrial automation and green hydrogen. The fund will be run by lead portfolio manager Velislava Dimitrova and co-portfolio manager Cornelia Furse. Di...

Buy side

Investors boost pay scrutiny at European companies

Sep 06, 2021

Tim Human

Investors boost pay scrutiny at European companies

Investors tightened the screw on European companies over executive pay this proxy season, with a rise in the number of contested votes covering remuneration issues, according to a new report by Georgeson. The number of pay-related resolutions experiencing significant opposition – defined as 10 percent or more votes against – rose by 18 percent year on year, reveals the study...

Buy side

Finding the ESG angle in YOLO and VICE

Aug 25, 2021

Garnet Roach

AdvisorShares is an actively managed ETF provider, offering a range of thematic funds that employ a wide range of strategies. Its VEGA fund, for example, is a ‘low volatility, moderate risk, global balanced portfolio that strategically allocates to the capital markets’, while its HDGE ETF is sub-advised by Ranger Alternative Management and seeks ‘capital appreciation through the short-sales of domestically traded equity securities.’ ...

Buy side

Dividends close to pre-pandemic levels, shows latest Janus Henderson report

Aug 23, 2021

Garnet Roach

Dividends close to pre-pandemic levels, shows latest Janus Henderson report

As the Covid-19 recovery continues, global dividends are predicted to rise to $1.39 tn this year – a figure that is just 3 percent below the pre-pandemic peak. That’s according to the latest Global Dividend Index from investment manager Janus Henderson, which shows strong ‘dividend recovery is under way’ in Q2 2021, with headline growth of 26.3 percent. Underlying growth – adjusted for special dividends, changes in currency, timing effects and inde...

Buy side

Talent, strategy and risk: The new TSR, according to former Vanguard CEO

Aug 12, 2021

Ben Ashwell

Talent, strategy and risk: The new TSR, according to former Vanguard CEO

Earlier this year, William McNabb, the former CEO and chair of Vanguard, called for a ‘new breed’ of IR professionals to help companies in their transition towards long-term value creation and storytelling. His new book – co-authored with author Ram Charan and Dennis Karey, vice chair of Korn Ferry –...

Buy side

ESG ‘gold rush’ as funds accounted for 90 percent of July equity fund inflows

Aug 12, 2021

Garnet Roach

ESG ‘gold rush’ as funds accounted for 90 percent of July equity fund inflows

ESG funds accounted for 90 percent of inflows in July as the ‘ESG gold rush’ continued, according to Calastone’s latest Fund Flow Index. ESG inflows rose to £995 mn ($1.37 bn) in July – representing 89.5 percent of equity fund inflows for that month and marking the second-highest performance on record for ESG equity funds. Most of that capital was also actively managed, notes Calastone....

Buy side

‘High water risk will manifest itself in lower stock prices in the future,’ says consulting firm Anatase

Aug 11, 2021

Garnet Roach

‘High water risk will manifest itself in lower stock prices in the future,’ says consulting firm Anatase

Markus Barth is CEO of Anatase, a financial products consulting firm, and the developer of the TSC Water Security Index, which was launched earlier this year by Thomas Schumann Capital (TSC) – currently the world’s only sponsor of investable indices and financial products for water security. An industry veteran, Barth has been designing investable indices for the past 30 years – including in 2007 the first climate-focused investable indices that included propr...

Buy side

ZEW survey shows slide in German economic sentiment for third month

Aug 10, 2021

Tim Human

ZEW survey shows slide in German economic sentiment for third month

Economic sentiment in Germany has continued to slide amid concerns about a new wave of Covid-19 and global growth prospects, according to a closely watched survey. The ZEW Indicator of Economic Sentiment, which polls around 350 financial market experts, has fallen for a third consecutive month to hit 40.4 points, a drop from 63.3 points in July. The research was conducted between August 2 and August 9. The indicator asks respondents – analysts who work at b...

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