About Us Investing

Investing

Filter Options

Displaying 11- 20 of 135 Articles
Filter:
  1. Shareholder engagement for ocean sustainability

    Shareholder engagement for ocean sustainability

    The economic value of global ocean assets is around USD 24 trillion, making it the seventh-largest economy in the world. A sustainable blue economy is not just crucial for planetary and human health – it also makes good business sense. Yet, with the acceleration of climate change, plastic pollution, and overfishing, the ocean's condition is deteriorating. Active investor engagement can help to turn this crisis around.

  2. Global CIO Michael Strobaek: "We are coming out of one of the worst recessions in history."

    Even though the global coronavirus pandemic is far from over, risky assets did not take a break during the summer weeks in the Northern hemisphere. US equities overall flirted with all-time highs, while technology stocks set new records. Meanwhile, US Treasury yields continued to fall despite improving economic data, and that further buoyed precious metals.

  3. Sustainable Investing: The way forward

    Sustainable Investing: The way forward

    Macro trends like climate change, increased public awareness, and governmental as well as legislative and regulatory change have spurned a shift in investor preferences and visibly driven demand for generating returns sustainably.

  4. Global CIO Podcast: "It seemed prudent to protect some gains."

    All rallies eventually take a pause, and the one in which equities recovered significant ground in the second quarter is no exception. Since mid-June, equity markets have largely trended sideways, with even positive economic surprises unable to spark sustained momentum.

  5. Global CIO Podcast: "We are seeing the first signs of recovery."

    Global CIO Podcast: "We are seeing the first signs of recovery."

    The resilience we highlighted last month has been on full display over the last few weeks. Despite a very recent pullback in US equities, markets have broadly rallied as many investors left the sidelines amid worries that they might miss out. As a result, many equity indices have managed to recoup a significant part, and in some cases all, of their year-to-date losses.

  6. Ocean preservation and sustainable investing

    Ocean preservation and sustainable investing

    Tourism, shipping, energy generation, and food production are just a few of the industries that rely on the oceans. Climate change and the unsustainable use of marine resources are deteriorating the health of the oceans, putting ocean-related businesses at risk as well as those whose livelihoods depend on them.

  7. Coronavirus brings ESG investing to the fore

    Despite the pandemic downturn, funds that observe environmental, social, and governance (ESG) factors have largely outperformed their benchmarks. Meanwhile, the EU and the IMF are calling for a post-pandemic "green recovery."

  8. Global CIO Podcast: "The US and Eurozone face the deepest recessions in the post-war period."

    Global CIO Podcast: "The US and Eurozone face the deepest recessions in the post-war period."

    The coronavirus pandemic and its economic toll remain squarely in investors' focus. However, encouraged by strong fiscal and monetary support and the prospect of a gradual easing of lockdowns in many countries, equities have largely held on to the double-digit gains they made since end-March.

  9. Global CIO Podcast: "This is unprecedented"

    Global CIO Podcast: "This is unprecedented"

    We are living in unprecedented times, and each day brings new data confirming the devastation wrought by the coronavirus disease (COVID-19) pandemic. The latest composite Purchasing Managers' Index (PMI) for April for the Eurozone, for example, sank to a record low of 13.5. To put this drop in context, the PMI would usually move between 45 and 55, with a level below 50 signifying a contraction. 

  10. Global CIO Video: “We have clearly moved into a new world”

    Global CIO Video: "We have clearly moved into a new world"

    Only a few weeks ago, global equity markets were at fresh all-time highs. How rapidly things have changed. The global spread of the novel coronavirus and the impact of governments' dramatic containment measures have caused great concern, as global growth is hit. In the new Global CIO video, we look at the latest developments and our current views.