BlackRock has launched an exchange traded fund (ETF) that taps into the growing global emphasis on sustainable energy sources in transportation, at a time when investors are looking to build portfolios that better reflect their personal views regarding Environmental, Social and Governance (ESG) factors.
CPR AM delivered strong results with €2.8 billion of inflows in 2018. International assets under management (excluding France) grew 220% over three years, taking total AUM (ex-France) to €6.4 billion euros. Inflows driven by investor demand for thematic equities (€2.3 billion), factor investing/quant
(€860 million), multi-asset (€440 million). Total assets under management of €47.5 billion represents a 30% increase over three years...
Political risk has been a feature in European markets for years. Lately, from Italy's fiscal squabbles to
turmoil in the streets of France, it feels like the volume of political noise has risen. However, political risk is
not a reason to avoid European equities.
Looking back at 2018, it was a year when European corporate earnings continued to grow, while market volatility was surprisingly high. The volatility was a result of both political noise and the fear of a slowdown in global growth.
Look outside the US, Goldilocks scenario doesn't hold anymore; EM back on the buy list: take advantage of the Armageddon panic; The Damocles swords of 2018 are slowly being pulled back