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In Late-July 2020, bfinance clients and other investors joined the research team (virtually, of course!) for a recap of active manager performance, portfolio positioning and investor activity in 2020 YTD.
When Storebrand first established a sustainable investment team in the mid-1990s, ESG investing still represented largely uncharted territory, with little external data available.
The second quarter brought a spike of investor interest in REITs – quicker to crash than private real estate, due to the inevitable lag in illiquid asset write-downs, but with a history of strong post-crisis recovery.
Recent bfinance reports highlight the extent to which style factors have driven equity returns through the COVID-19 crisis, with value materially underperforming at one end and quality delivering a high degree of protection at the other.
With large volumes of BBB credits either undergoing or set to undergo downgrades which knock them off the investment grade plinth, many investment grade bond managers are expecting “fallen angels” to be the main driver of performance through this downturn.
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