Buy side Monthly archive

Aug 25, 2021
Finding the ESG angle in YOLO and VICE
AdvisorShares is an actively managed ETF provider, offering a range of thematic funds that employ a wide range of strategies. Its VEGA fund, for example, is a ‘low volatility, moderate risk, global balanced portfolio that strategically allocates to the capital markets’, while its HDGE ETF is sub-advised by Ranger Alternative Management and seeks ‘capital appreciation through the short-sales of domestically traded equity securities.’ ...
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Aug 23, 2021
Dividends close to pre-pandemic levels, shows latest Janus Henderson report
As the Covid-19 recovery continues, global dividends are predicted to rise to $1.39 tn this year – a figure that is just 3 percent below the pre-pandemic peak. That’s according to the latest Global Dividend Index from investment manager Janus Henderson, which shows strong ‘dividend recovery is under way’ in Q2 2021, with headline growth of 26.3 percent. Underlying growth – adjusted for special dividends, changes in currency, timing effects and inde...
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Aug 12, 2021
ESG ‘gold rush’ as funds accounted for 90 percent of July equity fund inflows
ESG funds accounted for 90 percent of inflows in July as the ‘ESG gold rush’ continued, according to Calastone’s latest Fund Flow Index. ESG inflows rose to £995 mn ($1.37 bn) in July – representing 89.5 percent of equity fund inflows for that month and marking the second-highest performance on record for ESG equity funds. Most of that capital was also actively managed, notes Calastone....
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Aug 11, 2021
‘High water risk will manifest itself in lower stock prices in the future,’ says consulting firm Anatase
Markus Barth is CEO of Anatase, a financial products consulting firm, and the developer of the TSC Water Security Index, which was launched earlier this year by Thomas Schumann Capital (TSC) – currently the world’s only sponsor of investable indices and financial products for water security. An industry veteran, Barth has been designing investable indices for the past 30 years – including in 2007 the first climate-focused investable indices that included propr...
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Aug 10, 2021
ZEW survey shows slide in German economic sentiment for third month
Economic sentiment in Germany has continued to slide amid concerns about a new wave of Covid-19 and global growth prospects, according to a closely watched survey. The ZEW Indicator of Economic Sentiment, which polls around 350 financial market experts, has fallen for a third consecutive month to hit 40.4 points, a drop from 63.3 points in July. The research was conducted between August 2 and August 9. The indicator asks respondents – analysts who work at b...
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