Disruption has become one of the most used words in modern investing. The bifurcation of sentiment and valuations among those deemed as victims and those as initiators has often become extreme.
Investor fervour to 'be on the right side of change' has not only driven the valuations of the perceived winners to excessive levels, it has also resulted in the overlooking of many fundamentally sound...
Marcus Brookes appointed CIO
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
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Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process