Although share prices have fallen worldwide as a result of the pandemic, the market looks favourable – but it is not. This is because, after analysts have converted the slump in economic activity into their earnings estimates, the stock market is even more expensive than before.
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Not only have several sustainability indices been relaunched in recent weeks, the range of ESG training courses and funds is also increasing. Banks continue to pursue ambitious climate targets.
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Investors (74%) and analysts (83%) showed great interest in the forecast report. According to the results, investors and analysts of SDAX companies in particular are very interested in this report.
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The second-tier fund manager Jonas Liegl from Allianz Global Investors, who previously worked as portfolio manager for European small and micro caps, moved to Lupus Alpha. His responsibilities include responsibility for the public fund Lupus alpha Micro Champions and the analysis and stock selection of the eight-member Pan-European team.
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Even if critics have smiled at ESG investments rather than taking them seriously, they have been taught a better lesson after the corona crisis. Investment professional Mitch Reznick observes the development of the boom in sustainable financial investments, which have always been dismissed as “nice-to-have”, but nobody has really considered them necessary.
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This is at least the opinion of Blackrock strategist Martin Lück, whereby the performance of European stocks is fundamentally dependent on the development of the German EU presidency.
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According to a survey by Bank of America, the investment professionals at banks, pension funds and insurance companies consider equities to be more overvalued than at any time since 1998. Although the Covid 19 crisis has hit companies hard, share prices are climbing higher and higher.
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The question arises as to what the central banks are achieving in combating the Covid recession. Are the means suitable or even counterproductive? The analysis by Tilmann Galler, Capital Market Strategies at J.P.
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A rapid proliferation of virtual annual shareholder meetings can be observed due to the circumstances Covid-19 caused. In the near future companies have to determine the way of their meetings, whether they being held in a physical or virtual way.
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At least that is what the Blackrock capital market strategist Felix Herrmanns says. The reason for this consideration is the current negotiations on the EU reconstruction fund. Blackrock’s investment recommendation for European equities is therefore set to “overweight”.
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