Buy side Archive

Dec 21, 2021
Last word: A very real letter from BlackRock CEO Larry Fink
Dear listed companies, That’s right: this one is for all of you. I know that may seem unbelievable, and after a few recent letters purporting to be from me or other investment gurus, I would not blame you for scrutinizing the content of this letter carefully. Of course Vanguard isn’t making ‘fossil-free and deforestation-free funds [the] default option’ for investors, and the idea of launching a ‘Vanguardians of the Galaxy’ ESG fund for young mark...
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Dec 08, 2021
Investors view divestment more favorably post-COP26, finds Ninety One survey
Thirty-six percent of investors say they support divestment as a tool against climate change, up from 30 percent before COP26. That’s according to a survey of more than 5,000 investors across the UK, Italy, Germany, South Africa and the US by investment manager Ninety One, in a poll seeking to determine attitudes to ESG issues and whether investors are willing to modify their approaches following the climate summit. Although more investors (45 percent) still say t...
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Dec 06, 2021
Retail investors: UK equities ‘unloved’ as responsible investment sees big inflows
Funds in the UK, Japan and North America all experienced outflows in October 2021, shows retail sales data from the Investment Association (IA), though the UK suffered far greater outflows than either of the other two regions. The UK saw net retail outflows of £661 mn ($876 mn), compared with £187 mn from North America funds and £8 mn from Japan. The IA notes that ‘outflows from UK equities and North America were partly offset by inflows to funds investing...
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Nov 08, 2021
Investors fret over industrials stocks as supply-chain and inflation issues bite
Investors are worried about the outlook for industrials companies, with more than half expecting earnings to decrease amid ongoing supply-chain issues and high inflation, according to new research. Corbin Advisors’ industrials buy-side perception study, which polled around 30 sector-focused investors and analysts, finds 58 percent believe earnings will decrease sequentially, a rise from 10 percent in last quarter’s survey. Seven out of 10 respondents expe...
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Nov 08, 2021
Quantifying the value of sustainability
There are three types of investors: 1. Fundamental investors that analyze the potential of a business model backed by a refined understanding of industry trends (currently the largest group) 2. Those that count on quantitative analyses to capture alpha potential and focus primarily on risk premium or factor investing (a smaller group but one that is vastly gaining ground against the fundamental investor) 3. Those who emphasize sustainability aspects in th...
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Oct 19, 2021
Opinion: How IROs can help asset managers on ESG integration
Although the absolute outperformance of ESG funds is still the subject of hot debate, asset owners continue to press their money managers on ESG integration – and this has an obvious knock-on effect for IR teams. At the beginning of 2020, $35.3 tn was being invested in SRI, a 15 percent increase over the previous two years and a 55 percent increase over the previous four years (2016-2020), according to recent research from the Global Sustainable Investment Allianc...
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