European equity managers 2020

In summary

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Supporting documents

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IPE Survey - Managers of European Equities 2020
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Topics

White papers
Our preparations for the reform of LIBOR
2020-07-02T16:00:00Z By M&G Investments
LIBOR will continue giving way to replacement rates ahead of its retirement by the end of 2021. We will soon be familiar with SONIA in the UK, ESTR in Europe and SOFR in the US. Work continues across M&G and the industry to ensure as smooth a transition as possible to the new rates. This bank of Frequently Asked Questions aims to assist understanding of what’s happening, why it’s happening and how we expect it might affect investments.
White papers
2020 midyear Global Investment Outlook, BlackRock Investment Institute (BII): The future is running at us
2020-07-02T09:35:00Z By BlackRock
Our experts explain how the coronavirus shock is accelerating structural trends in inequality, globalisation, macro policy, and sustainability, which is fundamentally reshaping the investment landscape and will be key to shaping investor outcomes. The most important action investors need to take today, in our view, is to review their strategic asset allocation to ensure portfolios are resilient to these supercharged trends.
White papers
Maturing renewable energy markets offer an incremental opportunity set
2020-07-02T09:23:00Z By KGAL Investment Management (Infrastructure)
Historically, the typical risk profile of renewable energy investments has been determined to a high degree of regulation, intended to eliminate price risk through fixed feed-in tariff systems and volume risk through embedded priority to dispatch mechanisms. Together with the subsidy-like character of tariffs, this has been a major driver in the tremendous development of the European renewable energy investment market over the last 20 years. It moved renewable energy investments away from its niche presence within the infrastructure space and into the focus of the broader investment community as a stand-alone asset allocation.