Public trust in UK corporations is falling. The Edelman Trust Barometer 2018 found that trust in UK business fell 43% since the previous year. An Invesco study on disruption, found that companies themselves are pessimistic about the future and about half of the companies thought that 25-50% of the FTSE 350 would be displaced in the next 10 years. This imminent change in the corporate landscape is driven from a mixture of changing consumer preferences, regulatory, digital and environmental trends. For investors, focusing on a company's management of disruption drivers and direction of change, as part of ESG analysis, is more important than ever before.
Taking environmental disruption as one aspect of these transitional forces, issues such as climate change and waste and water management, are more relevant than ever for investors. Indeed, the EU estimates...
Investors have piled into bonds such that more than $15trn worth are now negative yielding if held to maturity – a new record.
Knee-jerk reactions could become self-fulfilling
Poring through the FCA's new regulations
A fond farewell
What risk factors should investors look out for?