Blog posts

After rising in tandem with other investment styles for most of 2019, value stocks — those trading at below-average valuations — have since May slipped back to the bottom, adding to their multi-year lagging record.   

n February, the first European futures contracts on three environmental, social and governance (ESG) indices – the STOXX® Europe 600 ESG-X Index, EURO STOXX 50® Low Carbon Index and STOXX® Europe Climate Impact Ex Global Compact Controversial Weapons & Tobacco Index – were listed on Eurex.

A rebound in global stocks this year faltered in May as negotiations for a trade truce between the US and China appeared to break down and concerns emerged that the global economic expansion may hit a snag.

The asset-management industry will face increasing regulatory pressure in coming years to invest along sustainable principles, according to a panel of experts at the Innovate2Invest conference last week.  

As asset owners steadily step up their fiduciary role and implement environmental, social and governance (ESG) strategies, they require benchmarking solutions beyond the traditional market-capitalization-weighted index for their responsible portfolios.

A boom in environmental, social and governance (ESG) investing is set to accelerate in line with advancements that bring new ways of approaching the strategies, according to Dr. Steffen Hörter, Global Head of ESG at Allianz Global Investors.

Stora Enso, Fortum and KPN are among companies helping to put Europe at the forefront of efforts to close the gender pay gap, according to Equileap, a leading organization providing data and insights on gender equality.

Goldman Sachs is the first issuer to launch ESG warrants and so-called turbos on the STOXX® Europe 600 ESG-X Index, EURO STOXX® 50 Low Carbon Index and STOXX® Europe Climate Impact Ex Global Compact Controversial Weapons & Tobacco Index.

The past decade has seen an important jump in assets invested under responsible strategies, among which environment-focused principles rank high. 

Global stocks extended their positive streak in April, adding a fourth month, with some regional benchmarks reaching record highs, as the outlook for the world’s economy improved and a majority of companies’ earnings beat estimates.

Minimum-variance strategies – which aim to reduce swings in portfolio prices and typically consider both share-price volatility and intra-stock correlation – have gained much traction since the global financial crisis. 

Minimum variance strategies have gained significant traction especially since the global financial crisis. They aim at reducing or minimizing variance, i.e. the square of volatility as measured by standard deviation, or, in this case, price fluctuations of portfolio prices around their mean.