What’s top of mind for investment managers today? There’s clearly a lot to consider. On the positive side, economies are holding up (for now). Company profits seem resilient, interest rates may have further to fall, markets have been making all time highs. But on the other hand, there is unprecedented uncertainty around issues like tradeContinue reading “Just what are Investment Managers thinking?”
Tag Archives: ESG
Credit Where it’s Due
There’s a lot going on at your local credit union today. Nearly 4 million of us are saving over €18bn with them, and they’re lending out over €7bn back into the local community. And there’s a lot of change within the sector. In the past 10 years or so we’ve seen the total number of unions halveContinue reading “Credit Where it’s Due”
Irish Funds: Where Are The Risks?
Last week the Central Bank of Ireland published a report on the key risks and trends shaping the financial sector. The Regulatory & Supervisory Outlook (RSO) report gives the Bank’s view on these risks and what they see as the key priorities to address them in the next two years. From this we get aContinue reading “Irish Funds: Where Are The Risks?”
What do Fund Investors really want?
Those well known investment experts, Simon and Garfunkel, way back in 1970 stressed the importance of keeping the customer satisfied. It’s a point that shouldn’t be lost on investment managers. I imagine most managers think they have a clear sense of what their customers want from them. Fact-finds, for example, may give them a good senseContinue reading “What do Fund Investors really want?”
ESG funds in Ireland – What’s the Story?
Not all ESG funds are the same We all know that there has been a seemingly never-ending avalanche of investment funds that fall into the wide ESG, sustainable, impact, climate, renewable etc. bracket launched in recent years. It’s a broad church. There are so many variations on this theme in the market place. Some areContinue reading “ESG funds in Ireland – What’s the Story?”
Sustainability Faces Headwinds
Last week, European Fund Managers down-graded nearly €50 billion worth of investment funds on grounds of sustainability. In total, nearly 10% of the premium rated sustainable funds have moved their rating down a notch since early November. And these are not peripheral players. Among the fund management groups to make these moves have been Amundi,Continue reading “Sustainability Faces Headwinds”
Irish Pension Funds and Property: Where to next?
The ultimate “Safe Haven”? It’s how many see Property as an investment – it’s not true of course, but it does give us a sense of where it stands on the risk spectrum. Certainly in 2022, for Irish pension funds and investors generally, Irish commercial property has played this role in what has been anContinue reading “Irish Pension Funds and Property: Where to next?”
Asset Management and ESG: Doing Good or just a Business Opportunity?
The numbers continue to amaze. ESG (Environment/Social/Governance) seems to be everywhere in the investment world. 84% of flows into global equities in the past 2 years were into ESG funds according to one source. And there is no slackening in the pace – flows in the last 4 months of 2020 were better than the previousContinue reading “Asset Management and ESG: Doing Good or just a Business Opportunity?”
Tradewinds 