Buy side Archive

Fund manager profile: Andy Nigg, head of US and global sustainable equities at J Safra Sarasin

Nov 21, 2019

Andy Nigg joined Bank J Safra Sarasin in 2018 as head of US & global sustainable equities and is now responsible for sustainable US portfolios. As an international group committed to sustainability, J Safra Sarasin is well established through its banks in more than 25 locations in Europe, Asia, the Middle East, Latin America and the Caribbean. A global symbol of private banking and wealth management, the group emphasizes security and well-managed conservative gr...

Buy side

How IROs understand ETF rebalancing

Nov 19, 2019

Staff Writers

Chip Newcom, director of investor relations at Equinix At Equinix, three of our top five shareholders are passive index managers representing more than 20 percent of our registry. During the first half of 2018, Vanguard, our largest shareholder and also the largest passive investor in the real estate sector, rebalanced its real estate investment trust (Reit) funds from tracking the MSCI US REIT Index to the broader MSCI US IMI Real Estate 25/50 Inde...

Buy side

The week in investor relations: Investors suffer Fomo, Hong Kong enters recession and Fidelity warns boomers over equities

Nov 15, 2019

Tim Human

The week in investor relations: Investors suffer Fomo, Hong Kong enters recession and Fidelity warns boomers over equities

– Investors are lowering cash holdings and feel more optimistic about global growth, according to Bank of America Merrill Lynch’s global fund manager survey, Reuters reported. The monthly survey finds that average cash levels fell from 5 percent to 4.2 percent between October and November and are now at their lowest lev...

Buy side

Opinion: Share buybacks benefit employees over investors

Nov 01, 2019

Fraser Thorne

Opinion: Share buybacks benefit employees over investors

In part one of this article series, Edison Group CEO Fraser Thorne discussed the recent rise in share buybacks, what’s driving the activity and whether buybacks are better for management or investors. In part two he discusses when share buybacks are more effective and outlines the risks associated with leveraging debt for them. ...

Buy side

Advisory Intelligence: Looking forward to the holidays – investors remain bullish about consumer sector

Oct 30, 2019

NASDAQ

Advisory Intelligence: Looking forward to the holidays – investors remain bullish about consumer sector

Sponsored content As we enter November, investors in the consumer sector have their eyes firmly focused on the upcoming holiday season. Given the robust performance of the US consumer this year, most are predicting healthy returns for the nation’s retailers. But optimism is being tempered by a few factors, such as the ongoing trade talks with China and weaker-than-expected consumer spending growth in September. The latest jobs report, which saw un...

Buy side

Trust is basis of company-investor relationship, says Fideuram portfolio manager

Oct 29, 2019

Tim Human

Trust is basis of company-investor relationship, says Fideuram portfolio manager

IR Magazine spoke with Lorenzo Crispoltoni, senior portfolio manager and head of equity & alternative investments at Fideuram, at the IR Magazine Global Forum 2019 in Paris, which took place on October 2-3. Crispoltoni talked about what makes a great investor relations officer, how often he meets with IR and senior management as part of his investment process, and how recent regulatory changes have helped to improve his relationships with listed compan...

Buy side

Opinion: Are share buybacks causing the stock market to shrink?

Oct 25, 2019

Fraser Thorne

Opinion: Are share buybacks causing the stock market to shrink?

Equity markets are shrinking fast. Low borrowing costs have encouraged listed firms to pursue the largest program of share buybacks in a decade, up 9.7 percent to $45 bn in the UK alone over the past 12 months, according to Bloomberg. Meanwhile, fewer companies have gone public for a variety of reasons, including uncertainty caused by global...

Buy side

Index investing to continue growth, says State Street’s global chief investment officer

Oct 24, 2019

Tim Human

Index investing to continue growth, says State Street’s global chief investment officer

IR Magazine spoke with Richard Lacaille, global chief investment officer at State Street Global Advisors, at the IR Magazine Global Forum 2019 in Paris, which took place on October 2-3. Lacaille discussed a range of topics including the flow of funds into passive strategies, how Europe and Asia are catching up with the US in passive investment, the kinds of indices being created today and how companies can engage with index funds. ‘Indexing ...

Buy side

SEC investor advocate seeks action on dual-class shares

Oct 24, 2019

Ben Maiden

SEC investor advocate seeks action on dual-class shares

SEC investor advocate Rick Fleming has urged the commission and US exchanges to take action against dual-class share structures. Speaking at an International Corporate Governance Network event in Miami recently, Fleming noted that SEC efforts to essentially ban the creation of super-voting share classes had been thwarted in court some years ago. ‘[B]ut there is still a lot the SEC can do,’ he said. ‘For example, the SEC’s investor advisory committee, on whic...

Buy side

RBC GAM: Why company leaders should care about ESG

Oct 16, 2019

Catherine Banat

RBC GAM: Why company leaders should care about ESG

‘Responsible investing’ is an umbrella term used to describe the broad range of approaches that can be used to incorporate ESG considerations into the investment process. A decade ago there was prevailing skepticism in the investment community about the impact these non-financial factors might have on prices for equities or bonds. Today, however, investors and market observers have begun to realize the value and importance of ESG factors. At RBC Global Asset Man...

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