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The potential for dividend payers to provide relative stability during market turbulence is more important than ever.
In our view it is more important to assess the impact that this regime change may have on the level of a company’s regulatory margin than to determine the inflation peak, as it is the essential determinant of a company’s business.
The policy also provides for halting financing of a majority of issuers who develop new oil & gas projects, as advocated by the IEA.
This asset class has traditionally been overlooked by investors, but it has been gradually gaining attention on account of its relative recent performance.
Insights
We unpack ten private market terms that are fundamental to understanding the asset class.
Passively managed ETFs seek to take advantage of long-term economic, political or social structural changes by identifying the most relevant companies driving a theme from several perspectives, regardless of their more traditional classification.
The rise in political risk has potentially divided the global trade interests and resource nationalism
has become a focus of all governments and trading blocs.
Nordea AM has launched a new investment fund called Nordea 1 – Global Sustainable Listed Real Assets Fund, which is an Article 9 compliant strategy with a clear sustainable objective: to invest in listed real assets focused on environmental/social stewardship and technological innovation.
Tim Peeters, Managing Partner at Miles Ahead Investment Company is our Advisor of the Month for the month of September.
From 2012 to date, EU-domiciled ETF registrations have grown at an annual rate of 18.7%, while UCITs have grown by less than 10%.
Themes
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