Industry Voice
Industry Voice: How does an investor make a lightbulb greener?
Aviva Investors knows that building a renewable energy infrastructure requires collaboration with the companies we invest in. So when we examined a European utility company, we introduced ESG covenants to ensure decarbonisation promises are kept.
Industry Voice: Getting to grips with green bonds
Green bonds are one of the more visible sides of the increasing interest in environmental, social and governance (ESG) impacts on investing. The events of 2020 appear to have only accelerated this trend.
Industry Voice: Your Questions Answered by Federated Hermes Impact Opportunities
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Industry Voice: M&G's commitment to a 'net zero' future
Urgent action is needed on climate change and M&G is determined to support the goal of net zero greenhouse gas emissions by 2050 through its global investments and corporate behaviour.
Industry Voice: Secular forces are carving new paths for active investing
How has coronavirus accelerated and redirected some long-term secular trends?
Industry Voice: ESG&D - Why digital ethics matter for the tech sector
Technology and connectivity companies typically rate favourably on traditional sustainability metrics. While this is a good initial filter for investors, Fidelity Future Connectivity Fund co-managers Sumant Wahi and Jon Guinness outline why analysing digital ethics is arguably a more insightful way of assessing the potential risks facing the world’s most disruptive innovators.
Industry Voice: Local currency Emerging markets debt set to shine
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
Industry Voice: Capital Market Insights
There is always light, if only we’re brave enough to see it
Industry Voice: The climate crisis: Does 2021 bring fresh hope?
Does Joe Biden’s presidential victory bring fresh hope for solving the climate crisis?
Industry Voice: Coal's uncertain future
Discover engagement on coal-related risks
Industry Voice: Are you prepared for negative interest rates?
The role of gilts in portfolios could be impacted.
Industry Voice: What Georgia Senate results could mean for markets
Unified government puts fiscal stimulus, tax increases on table.
Industry Voice: The value of advice
Schroders latest research re-opens the price/value debate. Advisers are reporting potential clients do not recognise the need for advice and are not prepared to pay much for it. Can an FCA paper assist?
Industry Voice: T. Rowe Price's four factors for 2021
What does the road to financial recovery look like and how can investors prepare for what lies ahead? Our investment leaders highlight the four factors to focus on in the coming months.
Industry Voice: Outlook 2021 from Royal London Asset Management.
With a huge amount of uncertainty remaining, we assess the potential opportunities and pitfalls across asset classes
Industry Voice: Investment Ideas for the Next 12 Months
Positioning your portfolio for the challenges and opportunities ahead
Industry Voice: Building solid foundations in China
Stewardship Report 2020
Industry Voice: Who Could Win in the Value vs. Growth Debate?
Applying active decision-making is key in an uncertain environment
Industry Voice: US election results appear market-friendly
Divided government likely would produce moderate policies.
Industry Voice: Loan rally caps remarkable rebound
Eaton Vance discuss how the likely prospect of a divided government, combined with the announcement of a COVID-19 vaccine, propelled floating-rate loans and other risk asset sectors sharply higher.
Industry Voice: Reason for Optimism
Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.
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