Buy side Archive

Jul 02, 2020
Markets not out of the woods yet
During the lockdown period, investors have been hesitant. This has been made more complicated by the fact that the coronavirus pandemic is a health crisis marred with uncertainty. It is difficult to adequately plan for the future when taking into account an event scientists are only beginning to understand.  Until recently, there was a general sense of optimism that we were finally witnessing the beginning of the end of the pandemic. Governments around the world we...
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Jun 25, 2020
More proposals reaching AGM votes this proxy season
The 2020 proxy season has been unusual for many reasons, not least because hundreds of companies have switched to virtual AGMs as a result of the Covid-19 pandemic. Now, preliminary data suggests there has been a reversion against a trend noted by investors and governance professionals in recent years: what had been a growing number of shareholder proposals withdrawn as a result of successful negotiations with companies. According to Georgeson, roughly 62 percent of...
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Jun 19, 2020
Investor group endorses ‘statement of solidarity’ on racial justice
As many companies across the US take today – the anniversary of when the final group of former slaves were told they were free – as a public holiday for the first time, IR Magazine continues to explore the extent to which racial justice could emerge as a more prominent investing or stewardship theme. The Racial Justice Investing Coalition – a group of 112 asset managers, owners and corporations – released ...
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Jun 16, 2020
Covid-19 set to reshape major stock market indexes
Companies should be prepared for higher volatility and trading volumes over the next two weeks as a series of key indexes rebalance and adjust constituents, say market experts. The changes will be more significant than normal, they add, given the big valuation shifts brought about by Covid-19. ‘Traditionally, reconstitutions and rebalances are important,’ says Dan Romito, associate vice president of IR product strategy at Nasdaq. ‘In terms of gravity and impac...
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Jun 15, 2020
Fund manager profile: ING Private Portfolio Management
ING Private Portfolio Management is the wealth management arm of ING Private Banking (ING PB) in Belgium. It is a global investor and its investment approach is long term-oriented. It uses various instruments and model portfolios, according to the client’s risk appetite, as well as tailormade portfolios. Assets under management amount to $40 bn, of which approximately $11 bn-$12 bn is managed in Belgium. Moudy El Khodr is head of portfolio management for the south...
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Jun 15, 2020
Are emerging markets indices losing weight?
The discipline of emerging markets investing – choosing investible targets in economies transitioning between developing and developed status – emerged in the 1980s after then World Bank economist Antoine van Agtmael coined the term. Since then, it has become a widespread investment practice as investors and asset managers seek to generate alpha from the opportunities of economic development, rising wealth and boosted consumption in such countries. For investors...
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Jun 10, 2020
Investor groups ponder further action on racial inequality
A number of socially responsible investors across America are in active discussions about how they can further support the movement to address racial inequality, in light of recent protests around the world. Investors interviewed for this article pointed to three main areas where engagement and proposal-filing activity has been channeled in the past: improving corporate diversity and inclusion programs and reporting, addressing concerns with government or police con...
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May 26, 2020
Advisory intelligence: Why investors sold large cap technology stocks
Sponsored content During the first quarter of 2020, as the reality of the Covid-19 pandemic dawned on investors, outflows in the technology sector spiked significantly, compared to all other sectors. The healthcare sector was the only industry to experience inflows, unsurprisingly, but the technology sector saw outflows of more than $25 billion – more than any other sector in the S&P500 – according to analysis of sector fund flows for the fir...
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May 22, 2020
Buy, sell or do nothing? Timing is everything
The first requirement of great comedy is timing: with great timing, an average gag becomes a rib-tickler; get the timing wrong and the best joke elicits only yawns. Good timing transforms the average into the extraordinary. So it is with investing and M&A. And in the current crisis, we are beginning to see some large transactions that will make sense only if the timing proves to be right. But we will not know until the future, perhaps some years out, whether the...
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