Shareholder targeting & ID Archive

Jan 20, 2021
Bullish investors pile into emerging market stocks, says Bank of America survey
Investors have upped their holdings in emerging markets to record levels while pulling back on US exposure, according to the latest fund manager survey by Bank of America’s (BofA) global research team. The report, based on a poll of 194 investors managing around $560 bn in assets, says allocations to emerging market equities rose 7 percentage points over the last month to a net 62 percent overweight – the highest ever reading.  Emerging markets – parti...
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Jan 18, 2021
Record growth for thematic ETFs in Europe
European ETFs that track a particular trend saw substantial growth in 2020 as investors bet big on clean energy and technology, according to new research from Morningstar.  Last year, thematic ETFs in the region attracted a record €9.5 bn ($11.5 bn) in net inflows, while assets under management rose from €8.2 bn to an ‘all-time high’ of €22.7 bn, says the...
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Dec 30, 2020
Aubrey Capital Management on reasons to be cheerful in Asia
For much of the last decade global emerging markets (Gems) have underperformed those in the developed world, despite consistently higher economic growth rates, more exciting demographics and less damage suffered in the global financial crisis of 2008. There are a number of reasons why this alluring macro has not consistently translated into more exciting market returns. For the most part this has been an understandable negative for allocators: why bother to v...
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Dec 09, 2020
The future of the Belt and Road Initiative
The Silk Road was a transformational network of roads and maritime routes that ran through much of Asia, into the Middle East, around East Africa and into Europe. It spanned continents, lasted for roughly 1,500 years, had a profound effect on international trade and facilitated giant strides in technology, commerce, infrastructure and economics until its eventual demise in the 18th century. Its legacy was echoed in 2013 when Chinese leader Xi Jinping unveiled the Be...
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Dec 07, 2020
A look at the fracturing US trading landscape
September 2020 saw the launch of three new stock exchanges – the Long-Term Stock Exchange (LTSE), the Members Exchange (MEMX) and the Miami International Securities Exchange – bringing the total number of US exchanges to 19. In addition, the SEC continues to approve alternative trading systems (ATSs) – also known as dark pools – with 54 currently in operation in the US, according to an SEC list from February 2020. Last year, IR Magazine reported on ...
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Dec 04, 2020
The week in investor relations: Dividend criticisms, data deal and SSGA to join Climate Action 100+
– The US moved forward with new rules that could see Chinese firms kicked off US exchanges if they fail to comply with US auditing regulations, reported the BBC. The Holding Foreign Companies Accountable Act was passed by the House of Representatives but still needs the US president’s approval. It would also require companies to disclose whether they are owned or controlled by a foreign government...
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Nov 27, 2020
Boom in IR demand for targeting tools
The demand for targeting tools has risen substantially in the past two years, particularly at mega-cap companies where almost six in 10 IROs say they’ve increased their use since 2018. Overall, 43 percent of the 249 IROs surveyed in IR Magazine’s Technology & IR 2020 report cite increased use of targeting tools. They use them to help prepare for ...
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Nov 09, 2020
Scottish Widows announces £440 mn ESG divestment plan
Scottish Widows has announced a ‘wide-ranging’ new ESG policy that will see the pensions provider begin by divesting £440 mn ($580 mn) from companies that have failed to meet its ESG standards. The move is just the beginning of what the 200-year-old insurance provider and subsidiary of Lloyd’s Banking Group says ‘is believed to be the most far‐reaching exclusions policy by a major pensions provider.’ The insurer says it is working with its fund m...
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