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The US election will determine the US policy framework for the next four years, Asset Managers share their view on the current state of the elections.
Amundi expects that select quality value stocks that can manage through this difficult economic period could benefit as the US and the global economy rebound and inflation returns.
The Federal Reserve’s stimulus actions and new average inflation target are likely to keep the dollar under pressure while G‑10 currencies are likely to benefit the most from dollar weakness.
Robeco foresees a protracted period of negative real interest rates, meaning their impact on the relationship between economic fundamentals and asset price performance.
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When you think of infrastructure you might immediately picture transport networks, buildings or sewage, water and electrical systems. But as with most things in a world in which the Covid-19 outbreak has shaken up longheld beliefs, the infrastructure sector is becoming a different place too.
Marc is Head of Portfolio Management and senior co-manager of the company’s fund of funds range, which includes actively managed mutual funds, institutional mandates as well as ETF based passive solutions.
In our conference call with fund professionals, we invited three investment professionals, each representing a different view on the investment spectrum, to find out which strategy can deliver performance for investors today.
Western Asset Management’s Andreas Billmeier discussed the global impact the national US elections can have, and the differing outcomes based on a democratic versus republican win.
Increased client demand in Green Bonds strategies has led to significant inflows: NN IP now manages EUR 3 billion in AuM in dedicated green bond solutions
The new fund expands BNPP AM’s range of sustainable thematic investments and aims to invest in companies best placed to seize opportunities provided by the sustainable use of ocean resources.
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Pierre Giannini, Head of Distribution and Investor Relations at RWC Partners 
Amilton AM’s team offers an appealing solution to lower yield for longer 
Eurizon SLJ hires Alan Wilson to EM Fixed Income team 
LONVIA CAPITAL and three European Small and Mid-cap funds launched by Cyrille Carrière and his partners 
Marc Momberg, Head of Portfolio Management at Apo Asset Management Last Tweets
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