Research has shown that value-driven consumers represent over half the population. This is revolutionising the markets, and has been one of the key drivers that crowned ESG the future of investing.

The month of August was marked by the highly awaited Jackson Hole symposium, at which Jerome Powell alluded to the beginning of tapering while still maintaining an overall accommodative stance.

In August, the investing environment was troubled, with the impact of the Delta variant and the new regulatory measures applied by the Chinese government disquieting investors, afraid of the consequences of the supply-side constraints (labour and product-line shortages) generated by these events.

August was a quiet month for continental Europe, with the European Parliament in recess and no announcements from the European Central Bank.

The world economy has significantly recovered since the lows of 2020 and, in most developed markets, it is close to pre-pandemic levels.

With most Annual General Meetings taking place in the first half, the year’s trends were well-established before the autumn ‘back to school’.

Der starke globale Fokus auf den Klimawandel durch  Regierungen, Aufsichtsbehörden und Verbrauchern hat Umwelt- und sozialökologische Aspekte (ESG) in den Mittelpunkt von Anlageentscheidungen gerückt.

Der BVI Podcast "Nachdenken" ist ein deutschsprachiger Podcast über das tagespolitische und wirtschaftliche Geschehen, der von BVI Geschäftsführer Thomas Richter moderiert wird.

Entdecken Sie das Beste aus der ersten Jahreshälfte 2021 von Candriam!