FN Marktrapporten

FN Marktrapporten is een service voor de betalende abonnees van Fondsnieuws. De dienst geeft toegang tot de database met research van meer dan 45 asset managers. Dagelijks wordt vroeg in de ochtend in een aparte e-mail een overzicht toegestuurd van alle nieuwe researchrapporten. Deze e-mail dienst heet de Morning Call.

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Blue Bay Asset Management

Bond investors have lagged their equity counterparts in integrating
ESG considerations into portfolios. But with ESG occupying a bigger role in credit ratings, and investors showing more willingness to engage with issuers, the fixed income sector may soon catch up.

The movement towards investing in line with environmental, social and governance (ESG) considerations appeared to have bypassed fixed income.



A lot has happened since this time last year. Overall, we have underestimated U.S. growth momentum so far this year. At least temporarily, tax cuts and spending increases have produced a bigger effect than we had initially thought. We also underestimated the potential for Fed action, following the change of leadership. By contrast, European growth has been slower than we expected.