investment strategy

Jul 25, 2019

Union-Bancaire-PriveeUnion Bancaire Privée (UBP) has added to its equity range with a long-term thematic strategy designed to give investors exposure to a concentrated portfolio centred on four key trends affecting society and the global economy.

Jul 25, 2019

Rating_starsApex Group has launched an in-house environmental, social and governance (ESG) ratings and analytics service to evaluate the responsible investing standards of privately held global companies.

Jul 24, 2019

Oil_tankerInvestors in shipping, which include some of the world’s biggest asset managers such as BlackRock and Vanguard, are said to be heavily exposed to decarbonisation due to the amount of fossil fuels transported by sea, researchers claim.

Jul 24, 2019

Investor demand shifted further away from equities and into bonds during May with trade tensions cited as the reason.

Jul 23, 2019

ESG bondsFranco-German fund manager Oddo BHF Asset Management said it had extended responsible investment criteria to a convertible bond fund and suggested this would lessen default risk.

Jul 22, 2019

ESG_investingPressure to adopt environmental, social and governance (ESG) criteria is increasing on pension schemes all the time but insurance companies seem much less likely to be in the conversation.

Jul 19, 2019

LogisticsFunds Europe talks to Amundi’s CTO, Emmanuel Asfar, about the fund manager’s plan to provide programming capabilities to portfolio managers.

Jul 18, 2019

RiskGlobal investors have added risk and reduced cash in their portfolios despite concern in recent months about trade wars and monetary policy.

Jul 18, 2019

UK investorsA quarter of UK individual investors are stuck with investments they do not want because they are unable to liquidate assets, a study indicates.

Jul 18, 2019

fund maturityColumbia Threadneedle’s latest high yield bond fund will focus on maturity rather than duration, the firm said.

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