assetallocation
BNP Paribas survey shows ESG integration is maturing and institutional investors are at different stages of readiness for net zero Q2 2021 hedge fund letters, conferences and more A BNP Paribas survey of 356 asset owners, official institutions, and asset managers, shows that ESG integration is maturing, with a growing number of investors allocating more than 75% of their portfolio to ESG and know-how increasingly embedded throughout organisations. However, institutional investors are at different stages of readiness for net zero. Growing ESG IntegrationKey findings of the ESG Global Survey 202...
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Eurizon Asset Management investment view for the month ended June 2021, discussing deflationary inflation. Q2 2021 hedge fund letters, conferences and more ScenarioThe most important recent development has been the change in the tones used by the Federal Reserve, that now expects to hike rates in 2023 and no longer in 2024. The change had already been priced in By Fed Funds futures, and therefore generated limited volatility on the markets. In the run-up to the stimulus removal measures (the tapering of QE will presumably start early in 2022, interest rate hikes in 2023) it will be important t...
ValueWalk
In the world of investing, rebalancing refers to the process of adjusting assets in one’s portfolio in order to maintain a certain level of risk and the desired asset allocation. Rebalancing seeks to keep investors on track to reach their overall investment goals.Q3 2020 hedge fund letters, conferences and morePortfolio rebalancing has endured the test of time as a key component of any investor’s long-term investment plan. However, it is generally accepted at face-value and many investors are unsure of the underlying logic behind rebalancing.Is the goal to increase returns, reduce risk, or per...
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