Buy side Archive

Jan 05, 2021
Climate Action 100+ sees rise in net-zero targets but ‘clear gaps’ in reporting remain
Close to half the companies monitored by a major investor initiative on climate change have announced a target to hit net-zero emissions by 2050 as corporate action on global warming gathers pace.  Climate Action 100+ (CA 100), backed by 545 investor signatories managing around $52 tn in assets, engages with the 100 biggest greenhouse gas emitters and a further 60 companies it views as key to tackling climate change. It calls on companies to reduce emissions...
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Dec 22, 2020
Federated Hermes’ pioneering approach to active engagement
How many people make up the Federated Hermes engagement and responsible investing team? We have more than 60 global team members deployed across engagement, stewardship and our responsibility office. How long have you worked for Federated Hermes, and in which roles? I joined Federated Hermes in 2008 and was an equity portfolio manager and vice president prior to my current role as director of the responsible investing ...
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Dec 21, 2020
Investing beyond borders: fund manager profile of Blue Whale Capital
Founded in 2016, Blue Whale Capital is a global equity specialist based in London that manages the LF Blue Whale Growth Fund, a global strategy unconstrained by geography. It selects 25-35 stocks at a time, which allows it to invest only in what its research and analysis identify as the best firms. Blue Whale looks to buy companies that will benefit from structural growth trends and are able to significantly grow profits over time, yet also have attractive valuation...
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Nov 19, 2020
Jump in investors that want executive pay tied to ESG
More than two thirds of investors want executive pay tied to ESG initiatives, a move that would pressure boards to achieve social and other key targets, according to the global Edelman Trust Barometer Special Report: Institutional Investors. Sixty-nine percent of stakeholders say they want to see a link between remuneration and ESG, a 17-point jump over 2019. ‘This is probably one of the biggest percentage-point...
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Nov 18, 2020
Examining how passive investors influence markets
Since the dawn of the 21st century the rise of passive investing has been the dominant story across asset management. In those 20 years, passive ownership in US equities has more than quadrupled, according to statistics compiled by Portformer. The Portformer research indicates that this rise in passive holdings has not been driven by linear growth but punctuated by rapid ...
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Nov 17, 2020
Markets close to ‘full bull’ as investors rotate into stocks
Stock market bullishness has climbed to its highest point of the year with investors slashing cash holdings and rotating into small caps and emerging markets, according to the latest global fund manager survey from Bank of America (BofA). Confidence is so high that it is close to ‘full bull,’ say BofA analysts, a level that could indicate it's time to sell the vaccine rally. The research, which polled 190 investors managing around $526 bn, took place bet...
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Oct 06, 2020
The intersection of securities lending and ESG investing
In early December 2019 the Japanese Government Pension Investment Fund announced that it had ‘decided to suspend stock lending until further notice’. This is one example of a growing number of asset owners evaluating their securities lending practices due to ESG concerns as long-term investors. Concerns have been raised that short-sellers (borrowers) could potentially undermine long-term stewardship efforts by mispricing or not considering ESG characteristics....
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Oct 06, 2020
What will the US election mean for the markets?
This year’s US election threatens to be one of the most contentious and bitter in recent memory. In ordinary election years, investors tend to take a more conservative approach to the markets, based on the uncertainty of who will prevail. This year, the election is coupled with the US government’s response to the Covid-19 outbreak, and the effect that has had on US public debt. In this article, we look at five potential scenarios that could play out between now ...
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