ESGESG: The key to avoiding investor indifference Sep 06, 2019Oliver Schutzmann‘There is only one thing worse than being talked about,’ observed Oscar Wilde, ‘and that is not being talked about.’ For listed...Read more
Buy sideInvestor confidence dips in August, reveals State Street Sep 02, 2019Andrew HoltIn a clear indication that the ongoing US-China trade war and gloom about the global economy are having an impact on investor...Read more
Buy sideInvestors bullish on rates, reveals BofAML survey Aug 15, 2019Andrew HoltInvestors are bullish on rates, according to the Bank of America Merrill Lynch (BofAML) fund manager survey for August. The survey...Read more
Buy sideInvestors support investment that improves long-term business prospects Jul 22, 2019Andrew HoltA majority – 60 percent – of institutional investors support investment that improves long-term business prospects, even if it...Read more
Case studiesThe week in investor relations: Brexit to benefit UK equity market Jul 19, 2019Andrew HoltBrexit and fears surrounding world trade are undermining UK business investment, according to analysis from EY, reported The...Read more
RegulationInvestors in South Korea embrace stewardship code Jul 17, 2019Andrew HoltThe number of institutional investors in South Korea taking up the stewardship code recently reached the 100 milestone after the...Read more
Buy sideInvestors add risk going into equities, says BofAML Jul 17, 2019Andrew HoltInvestors have added risk, rotating into cyclical plays (equities, Europe, industrials, banks) and out of defensive ones (bonds, real...Read more
Buy sideJPMorgan downgrades global growth forecasts, but is positive on equities Jul 10, 2019Andrew HoltEquity markets have had a good first half of the year, boosted by a dovish monetary policy from the world’s central banks, with the S...Read more
Corporate accessT Rowe Price commits to using banks for corporate access Jul 09, 2019Andrew HoltUS asset manager T Rowe Price has dispelled reports that it is to bypass Wall Street banks on corporate access. The Wall Street...Read more
Buy sideThe financial case for ESG Jul 09, 2019Andrew HoltWhat is the financial case for ESG – and what does ESG really mean? These key questions were posed at the recent Bloomberg Sustainable...Read more