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Buy side

Investors upbeat on dealing with next market crisis, reveals report

May 31, 2019
Andrew Holt
Investors upbeat on dealing with next market crisis, reveals report
Despite the possible negative ramifications of the US-China trade talks and other threatened tariff walls, institutional investors are bullish when it comes to dealing with the next serious case of market volatility, reveals a study by Santa Monica-based investment consultancy Wilshire Associates. A whopping 95 percent of institutional investors surveyed report being at least ‘somewhat confident’ in their organization’s ability to successfully navigate market ...
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Buy side

Canadian investors opt for alternatives, reveals study

May 30, 2019
Andrew Holt
Canadian investors opt for alternatives, reveals study
An increase in allocations to alternative investment strategies – including real estate, private equity, infrastructure, private debt and hedge funds – is being seen among Canadian institutional investors, according to a new study by Toronto-based asset servicing firm CIBC Mellon. The report – The Race for Assets: Canada vs the World – finds that among different alternative sub-asset classes, real estate (42 percent) is most favored among Canadian investors,...
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Buy side

Cannabis stocks luring retail investors away from other sectors

May 28, 2019
Ben Ashwell
Cannabis stocks luring retail investors away from other sectors
A significant percentage of retail investors are pulling their money from existing investments to buy cannabis stocks, according to new research from KCSA Strategic Communications. Exactly half of the 250 retail investors surveyed by KCSA say they have taken money out of other companies to invest in cannabis companies. Nine out of 10 investors in cannabis say that they have made money doing so. Equity research on the pharmaceutical and recreational cannabis i...
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Buy side

Investors ‘well hedged’, reveals BofAML survey

May 21, 2019
Andrew Holt
Investors ‘well hedged’, reveals BofAML survey
Given the dominance of geopolitical events – particularly the US-China trade talks – it is not surprising that the May Bank of America Merrill Lynch (BofAML) fund manager survey indicates investors are ‘well hedged’ but, interestingly, not positioned for a breakdown in trade talks. More than one third of investors surveyed have taken out protection against a sharp fall in equity markets over the next three months, the highest level in the survey’s history....
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Buy side

Investors turning to emerging markets

May 15, 2019
Andrew Holt
Investors turning to emerging markets
Institutional investors are turning to emerging markets in search of returns, according to a report by State Street Global Advisors (SSGA). Eighty-four percent of respondents say their funds would benefit from higher exposure to the asset class, which is seen as relatively cheap compared with stock markets in the US and other developed markets. The report indicates that many are already moving in this direction, with 75 percent planning to increase their allo...
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Buy side

Norway SWF boasts ‘strongest quarter ever’

May 07, 2019
Garnet Roach
Norway SWF boasts ‘strongest quarter ever’
The world’s largest sovereign wealth fund (SWF), Norway’s Government Pension Fund Global, which is run by Norges Bank Investment Management (NBIM), says Q1 2019 was its strongest quarter ever, with global stock markets recovering and the fund seeing a return of 9.1 percent – or around NOK738 bn ($84.4 bn). While the highest returns came from NBIM’s investments in technology companies (17.6 percent), equities also performed well for the Norwegian fund, with i...
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Buy side

UBS tops ranking for best foreign money managers in China

Apr 26, 2019
Andrew Holt
UBS tops ranking for best foreign money managers in China
Switzerland-based asset manager UBS and US-based managers Invesco, JPMorgan, Schroders, BlackRock and Fidelity have topped Shanghai-based Z-Ben Advisors’ annual rankings for the 25 best foreign money managers in China. It is the second year UBS has been ranked in the top spot and is an accumulation of consistent work in the region with the firm having been investing in China for more than 20 years. It also comes after the asset manager was given the green l...
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Buy side

Hermes: Taking a localized approach to engagement

Apr 24, 2019
Hamish Galpin
Hermes: Taking a localized approach to engagement
Society’s spotlight is shining increasingly brightly across countries and industries worldwide. While corporates globally are becoming ever more aware of their social responsibilities, the driving forces behind this shift vary by country, highlighting the need for a localized approach to company engagement. In the US, for example, politics, labor shortages and consumer sentiment seem to be giving this once-fringe practice greater prominence. In other markets, regu...
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