News & Research

US investors show shift in style factor preferences; The volatility of Volatility remains volatile; Rising market on lower volume may signal a lack of conviction.

Global investor sentiment remains neutral and has stayed in a very tight range for two weeks now, seemingly lacking direction.

Small Caps big winners in first-half 2021; Russell 2000’s industry risk spikes after rebalancing; Risk spreads widen in Asia Pacific ex-Japan.

An annual study by IHS Markit and the German Investor Relations Association reveals a diverse and global structure in DAX shares ownership. In a volatile 2020, US- and UK-based institutional investors increased their presence in the German benchmark’s stock universe, while domestic investors continued to pull out.

Stocks and bond rise together, boosted by moderate jobs increase; Euro drops amid diverging central-bank policies; Portfolio risk drops on lower FX and equity volatility.

Sentiment among US, European and global developed-market investors remained neutral, moving in a tight range from the previous week, while Asia ex-Japan investors pared their bullish sentiment to a somewhat less overly optimistic mood.

The STOXX® Global 1800 Index gains 1.5% in dollars in June and jumps 4.6% in euros following a rally in the greenback. Investors turn to Momentum stocks during the month but snub high-dividend shares. Equity volatility continues its march lower.

Stocks rose for a fifth straight month during June, as ongoing optimism that the global economy is rebounding outweighed concerns about faster inflation and higher interest rates.

BlackRock’s ‘Germany at the Sustainability Turning Point’ webinar provided a stage for a discussion around how companies and investors in Europe’s biggest market are adapting in the face of increasing ESG regulation.

Manuela Sperandeo, BlackRock’s Head of Sustainable Indexing for EMEA, and Rodolphe Bocquet, Qontigo’s Global Head of Sustainable Investment, discuss the current landscape for sustainable investing and the impact of Sustainable Finance Disclosure Regulation (SFDR).

Bond yields end the week higher on continued inflation fears; Yield curves continue to flatten after an initial steepening on inflation fears; Lower equity volatility and correlation with bonds increases diversification.

The SDI AOP helps investors to imbed the UN SDGs into their investment processes. We asked Claudia Kruse of APG, one of the founding members of the SDI AOP, why and how they use the data within their organization.