Evli Funds Hub

A deep dive - fund related blogs, infographics, articles, whitepapers etc.

Congratulations Mrs. Lagarde!

We congratulate you for taking the top job to lead the European Central Bank. You are definitely an outstanding successor to Mr. Draghi, who has until now skilfully managed the market’s expectations and convinced the sceptics about the required implementation of the central bank’s monetary policy.

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Looking for safer European investment targets?

As economic growth is slowing and the returns on government bonds are mainly negative, many investors are seeking safer, low-risk investment targets that will provide a modest, yet attractive return on their investment.

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O VALUE, WHERE ART THOU?

Getting timing right is always a struggle as irrational periods can last for a good while. But value is today extremely cheap in relative terms and sentiment towards value is extremely pessimistic — and we strongly believe it is a sensible time to buy value stocks — both for the short-term and the long run.

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ESG in Egypt: A laughing matter

The CFO of a large Egyptian real estate developer stared at us blankly when we asked about their ESG policy. After explaining that it stands for environmental, social, and governance sustainability practices, she burst into laughter. “Nobody in Egypt is worried about such nonsense.”

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Negative interest rates: An uncertain future or the new norm?

Some financial institutions are now offering their customers negative interest rates, meaning people are being paid to borrow and charged to save. What does such an odd phenomenon mean for Evli, its clients and the broader economy?

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Evli published its Principles for Climate Change in May - what happened next?

This spring, we announced our ambition to make climate change and its related policies more prominent in our investments. In order to concretize our work, and present a clear approach to it, we published our Principles for Climate Change in May 2019. 

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ESG 2.0

Interlinking climate change with investments is critical today and it will become even more important in the future as climate change is one of the biggest issues facing humanity today.

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Every portfolio at Evli is responsible

There is more and more talk about responsible investing but what does it actually mean in practice? And how can investors estimate the impact of their portfolios? Evli’s Head of Sustainability and Responsible Investment Analyst explain how responsibility is implemented in everyday terms.

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Crossover credit in sweet spot of search for yield

The “low for longer” rates story is itself getting longer and longer. Which asset class is poised to benefit most? While we expect High Yield will provide the greater returns over the next 3 years, we believe crossover credit is best positioned to benefit from the ECB in the near term.

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