After the historical news on inflation in the Eurozone, we have received some insights and commentaries from professionals within the asset manager industry.
On this occasion we have chosen to analyse the two US Large-Cap Equities in this month’s SharingAlpha data from different categories, Polen Capital Focus US Growth Fund and Robeco BP US Premium Equities.
We believe that the green bond premium—already significant in some fixed income markets—is set to expand further, driven by increasing investor interest and a supportive regulatory environment.
This November we have seen some interesting senior appointments, specially in the UK and France with appointments in Jupiter AM, Federated Hermes and Artemis.
Vivek will work alongside Kunjal Gala, Lead Portfolio Manager, and his promotion will come into effect on 4th January 2022.
As Head of Wholesale Sales for Europe, Vincent Archimbaud will be responsible for accelerating the development and supporting Tikehau Capital’s client base.
To integrate the appropriate strategy into an existing portfolio, six steps are important in our view – which we describe in more detail in the following sections.
Liquid alternatives are a useful addition in the low interest rate
environment – we look at their classification and implementation in amulti-asset context.
Clean technologies like those involved in renewable energy production, energy storage, smart grid implementation, energy efficiency, and pollution-reduction are essential to tackling negative environmental impacts like climate change.
Macquarie Asset Management surveyed 180 global institutional real assets investors, including asset managers, banks, consultants and investment advisors, foundations and endowments, insurance companies, and pension funds.
Unprecedented fiscal stimulus will pave the way for Europe to upgrade its physical infrastructure, increase its clean energy capacity, and deploy large-scale connectivity to support its efforts to expand digital infrastructure.