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ESG, Kroum Sourov, Sovereign Sustainability, Research Paper, Wim Van Hyfte

La sostenibilidad en la era del cisne gris

Un «cisne gris» es un acontecimiento posible y conocido, potencialmente significativo, pero considerado improbable.
  • Malgorzata Kluba, Rudi Van Den Eynde, Oncology, Renta variable

    Día Mundial del Cáncer 2023

    Y preferiríamos no tener que celebrarlo, lo que significaría que hemos ganado la batalla y que el cáncer es curable.
  • ISR, SFDR

    Manténgase al tanto sobre el reglamento SFDR

    La Unión Europea introdujo el Reglamento sobre la divulgación de información relativa a la sostenibilidad en el sector de los servicios financieros (SFDR), que conforman obligaciones en materia de presentación de información ESG, para mejorar la transparencia en el mercado en aras de una inversión sostenible.
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Consiga las mejores perspectivas cada mes

  • Renta variable, Monthly Coffee Break

    Balanced approach warranted by lack of visibility

    The collapse of the Silicon Valley Bank, the 16th largest bank in the United States, triggered a shockwave through financial markets. Despite their resilience, European equity markets nevertheless also had to give away some ground in this environment. During this correction, and especially since the beginning of March, growth stocks outperformed value stocks, and large caps outperformed small caps.
  • Monthly Coffee Break, Retorno absoluto

    Economic strength and inflation more resilient than expected

    During February, economic and inflation data came in slightly above expectations, which helped cool the market down. Central banks reiterated the message that the market should expect monetary policy to maintain its course until we see significant signs that inflation is abating.
  • Asignación de activos, Monthly Coffee Break

    Financial stability and price stability

    Uncertainties on US and European financials have replaced the better economic growth outlook in investor’s minds. Suddenly, the improvement in activity is now mitigated by financial vulnerabilities and inflation stickiness.
  • Renta fija, Monthly Coffee Break

    The return of decorrelation between risky assets and rates

    In the weeks to mid-March, the dominating theme was perhaps the return of decorrelation between risky assets and rates. All G4 sovereign issuers saw falls in their 10-year yields, while major equity indices all took hits. Credit spreads also widened.

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