To find out where the markets are headed, it’s important to understand the dominant themes at work today – from ESG investing to artificial intelligence to geopolitical tensions. Our investment experts offer their insights and analysis to help you make more informed decisions.
As the world recovers from the global pandemic, the private-lending industry has an opportunity to position itself as a strong partner for post-crisis long-term growth. But sustainability needs to be at the heart of private lenders’ approach.
As the world battles the Covid-19 pandemic, responsible investors can help make the economic recovery sustainable and inclusive by engaging with the right stakeholders. A PRI working group has developed recommendations for a policy-engagement framework to help guide the investment community’s actions. Here are highlights of the group’s findings.
The United Nations Sustainable Development Goals (SDGs) reflect a global consensus on the most urgent environmental and societal issues. A new crop of investments built around the SDGs are helping investors to direct capital into potential growth companies, while also addressing the biggest issues facing the planet.
For a long time ‘investing in a good cause’ was not regarded as an investment activity in the strict financial sense, but was assigned to the area of charity. The reason for this is the lack of an intention to generate returns. But any tension between good purpose and yield is only illusory and impact investments help bridge the gap.
The underperformance of momentum-driven
investment strategies in the recent past
has caused some investors to wonder: Is
momentum dead as a risk factor? Kai Trinkies,
Team Lead Conusltant Relations, likes to
discuss this issue with Thomas Zimmerer,
Global Co-Head of Multi Asset at Allianz
The creditworthiness of an emerging market country is dependent on many factors. Typically, investors focus on a range of macroeconomic variables, such as fiscal deficits, debt levels, or the stock of foreign exchange reserves.
The world is becoming a better place. All the indicators concur:
increasing life expectancy on every continent of the planet, falling
child mortality and child labour, rising prosperity and, from a global
perspective, declining inequality. Wherever the forces of creative
disruption are allowed to unfold, we have every reason to be
rational optimists. But what does this mean for investors and others?
Blessing or curse? Virtually no other trend is growing as fast as
global digitisation – with an enormous impact on society and the
capital markets of the future. The Global Asset Management
Colloquium 2019, held in Königswinter, examined the growing
potential, but also the dangers, stemming from this trend, such
as in traditional sectors of the economy.