Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Social issues are now among the most pressing issues for companies globally – but they can be challenging for investors to define and quantify. Read our full article to discover how investors should address the ‘S’ in ESG.
The extreme weather events we’ve seen in 2020 have served as a stark reminder of why investors like Kempen must take into account climate-related risks and invest in a greener future
As part of our investment activities, Kempen has spent many years actively encouraging the companies we invest in to focus on creating long-term value for all of their stakeholders – not just shareholders. We call this the Real Active. The ongoing pandemic has put our concept of ‘the Real Active’ to the test. It has seen Kempen ask firms to cancel dividends and collaborate on important issues such as access to medicine and protecting labour standards in the clothing industry. As long-term shareholders, we believe that a cautious approach in the short term can lead to the creation of even more shareholder value in the long term.
28/10/2020 - Photo: Hans Stegeman, Chief Investment Strategist at Triodos Investment Management
Canada Life Investments
Risk assets extended their recent sell-off as the Covid-19 coronavirus outbreak spread further around the world, while investors flocked to haven assets and pushed Treasury yields to record lows. But amid the renewed volatility Fidelity Multi Asset Income Fund’s George Efstathopoulos explains where he’s finding some areas of unexpected outperformance
For many advisers, the PROD regulations (‘Product Intervention and Governance Sourcebook’) introduced by the FCA with MiFID II have sneaked in under the radar. The regulations were introduced in January 2018 and to date many advisers are still unsure of their ability to evidence compliance with these new rules.
Backdrop – investing in volatile times
At Carmignac, we strive to find attractive long-term investment opportunities and deliver them to our investors; and we believe that it takes more than just financials to meet this objective. For us, socially responsible investing (SRI) is ingrained in...