Italy may have a government, but the country's problems haven't gone away. That's a worry for the euro zone, argue Andrea Delitala and Luca Paolini, both Pictet Asset Management.
Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.
The dividend payment is a consistent return on investment. But what happens if a company needs to cut its dividend? It may seem counterintuitive but companies that have cut their dividends can be good sources of future income, shows Schroders.
The World Economic Forum lists a global water crisis as the fifth biggest risk in the coming years. The Erste AM looks at the sustainability of water in their latest ESG letter. Water is a central ESG topic.