This week, Dan Grandage, global head of ESG for our private markets investments, discusses the many challenges and opportunities of net zero. He also introduces his innovative Impact Dial – which seeks to score the ESG performance of every asset.
Why it could be well worth your client staying invested in a wide range of income assets.
While not immediately obvious, ‘the Sage of Omaha’ and ‘Jopie’ have a lot in common – integrity, authenticity and a track-record of success. While investors will be familiar with Buffet’s proclamations, on the eve of a summer of soccer we’re turning to Cruyff’s words. After all, not only was he a titan on the football field, he is also credited with transforming Barcelona into a powerhouse of European football. So, what can we learn?
What are the the trends in Global real estate? Read more about our outlook.
Climate change is one of the biggest issues facing the world today. Many governments, countries and industries have recognised the threat and are taking measures to try to counter it. Much depends on their success or failure. As asset managers, however, our primary interest is in the investment implications.
There are a host of reasons why insurers should consider investing in infrastructure. Not only are there benefits for the industry, there are benefits for wider society too, as we report.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.
Quality investing means buying and holding a portfolio of quality companies. In Part I of our recent White Paper on the subject, we look at the reasons and influences behind quality stocks’ performance. One of the explanations comes from the area of behavioural psychology. The behavioural biases of the ‘average’ investor can drive performance patterns that create opportunities for more rational and astute market participants.
Discover a ‘step out of cash’ solution.
It feels like the investment world is divided into two camps at the moment. Are you a quality/growth investor or a value investor? You’re one or the other, so pick your team. And that’s as true in the UK equities market as anywhere else, right now.
Between a pandemic, escalating trade tensions, and a war, companies are making their supply chains more resilient, creating a plethora of opportunities in Asia.
A common perception about China is that understanding of ESG is rudimentary. That may have been true in the past. But it's not what we're seeing today.
Why is cost-effective outsourced solution MyFolio Index so popular?
2020 saw returns of almost 9% from sterling Investment Grade bonds. This was quite a turnaround from March of last year, when coronavirus fears peaked and performance was the weakest since the global financial crisis. But with bond yields now close to 10-year lows, where do we go from here?
Why is cost-effective outsourced solution MyFolio Index so popular? Find out in our video.
Investing in the right active strategy will be key as momentum for China’s V-shaped rebound moderates once the rest of the world recovers and Beijing normalises policy.
Are you in search of corporate bond opportunities? Explore the credit landscape with us.
Right now, the investment industry feels awash with ESG – environmental, social and governance – messaging, products and services. But how can investors distinguish between asset managers with a truly integrated ESG approach and those with only limited capabilities?
In the Clash of the major central banks, who will cut interest rates first and when? We share our views.
The list of companies making deep pledges on the environment is growing longer by the day. About one-quarter of Fortune 500 businesses now have carbon-neutral targets, with heavyweights such as Danone, Unilever and Vodafone leading the European charge.