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.
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.
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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.
How has coronavirus accelerated and redirected some long-term secular trends?
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.
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.
There is always light, if only we’re brave enough to see it
Does Joe Biden’s presidential victory bring fresh hope for solving the climate crisis?
Discover engagement on coal-related risks
The role of gilts in portfolios could be impacted.
Unified government puts fiscal stimulus, tax increases on table.
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?
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.
With a huge amount of uncertainty remaining, we assess the potential opportunities and pitfalls across asset classes
Positioning your portfolio for the challenges and opportunities ahead
Stewardship Report 2020
Applying active decision-making is key in an uncertain environment
Divided government likely would produce moderate policies.
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.
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.