Impact and innovation: Catella Residential’s shield for the Black Swan’s shadow

April 6, 2021

By Steve Hays, Bellier The fundamental risk and return assumptions upon which most of the real estate investment industry’s business... View Article

EU and U.S. Pension Planets Aligning for Breakthrough on ‘Green Deal’ Investing Benchmarks

March 11, 2021

The March 10th deadline for all European institutional investors and asset managers to have completed a ‘green audit’ and disclosure... View Article

PGIM Lays Out Investment Risks and Opportunities in Climate Change with “Weather Fear Gauge Near All-time Highs”

March 10, 2021

The next 15 years of climate change ‘certainty’ are already locked in, but this translates into massive ‘uncertainty’ for long-term... View Article

EU Asserts Sovereignty in China Investment Deal, Signals Green Light to its Investors

March 8, 2021

The EU-China investment deal signed in the closing hours of 2020, will, if confirmed by the European Parliament and national... View Article

Europe’s Largest Blockchain ETF Doubles Assets in a Month to Over €1.0 bln, Research Points to ‘Deep Tech’ at Institutional Investment Tipping Point

March 4, 2021

The first and largest Exchange Traded Fund (ETF) in Europe investing in blockchain technologies and applications, the Invesco Elwood Global... View Article

POST-PANDEMIC 2021: RETURN OF THE ROARING TWENTIES OR MARKET OVERSTRETCH?

February 12, 2021

Record high equities markets, ultra-low bond yields, a deadly pandemic and the inauguration of a new U.S. president set to... View Article

Light the darkness

January 27, 2021

27 January marks the anniversary of the liberation of Auschwitz-Birkenau, the largest Nazi death camp. Today, we acknowledge #HolocaustMemorialDay and the six... View Article

Resurgent China Sets Sights on Global Financial Markets Powerhouse Status post-Covid

December 22, 2020

China’s successful early handling of the coronavirus pandemic through strict lockdowns has meant it was the only major economy to... View Article

Xi Jinping’s Climate Change Target Pledge Could Turbo-Charge Growth of China’s ‘Green Financing’ Market – European China Platform Webinar

November 17, 2020

President Xi Jinping’s historic pledge to the United Nations General Assembly that China will target peak carbon emissions by 2030... View Article

EU’s Bond Issuance programme a ‘Game Changer’ for European Sustainable Financing – APG Webinar

October 21, 2020

The European Union’s decision to finance a third of its €750 billion Pandemic Recovery Fund with the issuance of green... View Article

The Inflation Enigma and the Covid-19 Dawning of the Age of Disorder

October 14, 2020

The Covid-19 pandemic may mark the start of a new global economic, political and cultural supercycle, the sixth in the last 160 years, and one which ushers in a more tumultuous period of history, where the retreat of the globalisation of the past four decades could also unlock more volatile and structurally higher inflation, leading economic commentators from Germany and Italy’s largest banks, the Dutch statistics agency and AXA Investment Managers debated at a recent AXA IM online media roundtable.

Dutch Pension Industry €1.5 trillion ESG ‘Green Swan’ Accelerating for European Take-off

August 27, 2020

The €1.5 trillion Dutch pensions industry, the largest in the European Union, and the fourth biggest in the world, is... View Article

Covid-Battered Global Real Estate Markets Propped on the Shoulders of Economic Giants China and Germany

August 10, 2020

The shockwaves of the Covid-19 pandemic and lockdowns have ripped through global real estate investment markets leaving gaping holes in... View Article

Maybe Gold is all that Glitters in a Covid-Era World

July 29, 2020

Gold’s surging value since the onset of the coronavirus pandemic that culminated this week in a record price peak just... View Article

EU Finally Breaks Debt Mutualisation Taboo in Recovery Fund Deal

July 22, 2020

The EU Recovery Fund deal agreed to this week, maybe wasn’t quite the famous ‘Hamiltonian moment’ that marked the new... View Article

Asset Managers Steer to Safe Territory Investment Grade Corporate Bonds in H2 Outlooks, as Covid-19 Clouds of Economic Reckoning Gather over High Yield Debt Borderlands

July 7, 2020

Major fixed income managers are clustering north of the border in the relative safety of investment grade corporate bonds as their... View Article

Dutch ‘Big bang’ Pensions Reform in EU’s Largest market to Shake-up Constellation of Fixed Income Investing

July 3, 2020

The ‘Big Bang’ reforms planned for the €1.5 trillion Dutch pensions system, the largest institutional investment market in the EU... View Article

Investors Fearing Equities Look Like Lemmings on the Way to Covid-19 Cliff Edge, could Seek Solace in Credits and Emerging Markets

June 26, 2020

Equities markets, buoyed by the buckets of cash doled out by governments and central banks in the pandemic, may be... View Article

Talk the Corporate Walk – Investors Track Covid-19 Truth in Words, as Algorithms Sniff Out PR Spin

June 16, 2020

The speed at which the coronavirus pandemic engulfed major economies, wreaked havoc on businesses in a matter of weeks and... View Article

Nurture not Nature Determines Green Bond Premium with Corporate Debt ‘Twins’

June 4, 2020

The centuries old debate on whether it is primarily ‘nature,’ how a person is wired by their genes, or ‘nurture, how... View Article