FN Marktrapporten is een service voor de betalende abonnees van Fondsnieuws. De dienst geeft toegang tot de database met research van meer dan 70 asset managers. Dagelijks wordt vroeg in de ochtend in een aparte e-mail een overzicht toegestuurd van alle nieuwe researchrapporten. Deze e-mail dienst heet de Morning Call.
Markets are waking up to inflation. This echoes our new nominal theme, which points to real yields staying deeply negative – a positive for risk assets. • U.S. stocks hit record highs as President Joe Biden took office. Italy averted further political chaos as the government won a confidence vote in parliament. • Markets will monitor U.S.
Impact investing is helping investors tap into key financial markets megatrends while addressing some of our most important sustainability challenges. The sector has been built on powerful private market foundations, but a growing roster of large, listed companies are now providing products and services that can deliver positive and demonstrable effects for people and for the planet.
Like ESG investing, climate change is an important concern for asset managers and owners, and a new challenge for portfolio construction. Until now, investors have mainly measured carbon risk using fundamental approaches, such as with carbon intensity metrics. Nevertheless, it has not been proven that asset prices are directly impacted by these fundamental-based measures.