Mulling investment in Investec Global Environment fund
New product to feature ESG integrationand negative screening
Paid more than £1m since June
Retail will continue to struggle
Prospects for alternatives remain positive
The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?
Natural resource and population tailwinds
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