Green bonds are one of the more visible sides of the increasing interest in environmental, social and governance (ESG) impacts on investing. The events of 2020 appear to have only accelerated this trend.
Urgent action is needed on climate change and M&G is determined to support the goal of net zero greenhouse gas emissions by 2050 through its global investments and corporate behaviour.
How has coronavirus accelerated and redirected some long-term secular trends?
Technology and connectivity companies typically rate favourably on traditional sustainability metrics. While this is a good initial filter for investors, Fidelity Future Connectivity Fund co-managers Sumant Wahi and Jon Guinness outline why analysing digital ethics is arguably a more insightful way of assessing the potential risks facing the world’s most disruptive innovators.
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
There is always light, if only we’re brave enough to see it
Does Joe Biden’s presidential victory bring fresh hope for solving the climate crisis?
Seizing the opportunities that higher volatility and mixed news flow will create.