The consideration of environmental, social, and governance (ESG) factors is an essential component of any rational investment strategy, and emerging markets (EM) have become an essential component of many investors' portfolios.
However, when ESG meets EM, some false notions tend to arise among investors. Here, I have dispelled five of the biggest myths I have encountered. Myth one: ESG risks are higher in EM than in developed...
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?