Industry Voice
Industry Voice: Credit markets- one year after the pandemic's outbreak
At the one-year milestone for the nadir of the pandemic-induced financial crisis, the present serves as a useful vantage point to look back and examine COVID-19’s profound impact on credit markets and what it implies for credit investors ahead.
Industry Voice: How sustainable is your core?
Incorporating environmental, social and governance (ESG) issues into investment portfolios is quickly moving away from a nice-to-have to a must-have. What has driven this shift in recent years and can, and should, this also be part of your core allocation?
Industry Voice: Secular Growth Trends Accelerate The NEXT Economy
Jennison Associates, PGIM’s specialist in fundamental growth equity investing, explains how the pandemic has accelerated early stages of a paradigm shift in how companies enable growth.
Industry Voice: Investing in a pandemic - lessons learned and what's next
Disruption, speculation in markets, and themes to watch.
Industry Voice: Why supply chain sustainability matters
The power of active engagement: We believe companies should be held to account on supply chain management - alongside other environmental, social and governance issues – and therefore continue to push our investee companies to act appropriately in order...
Industry Voice: Cooling US‑Europe trade tensions could lead to bigger deal
Biden likely to seek European support to exert pressure on China.
Industry Voice: Surge in Rates May Be Overstating the Case for Inflation
Longer-dated Treasury yields have climbed as markets consider whether economic growth and inflation expectations might accelerate more rapidly. We believe inflation pressures will remain in check and bond yields will be range-bound.
Industry Voice: 'Financial Lives 2020' - does it have messages for savings and investment?
The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.
Industry Voice: China's Economy - Recovery and Rebalancing
Emerging from the pandemic, an encouraging pathway for China’s economy
Industry Voice: Investing in the infrastructure behind the digital economy
We like firms supplying “picks and shovels” for the rush online
Industry Voice: Active vs. Passive in Emerging Markets Debt
Eaton Vance proactive management of emerging markets debt goes beyond the constraints of common active and passive approaches. We outline our process — refined over three decades — for seeking alpha in the sector for clients.
Industry Voice: Capital Market Insights - Year of the Ox
A year of transformation
Industry Voice: How does a loud voice steer Ryanair in the right direction?
Aviva Investors understands that corporate values have never been more critical. So when Ryanair’s governance appeared to be impacting operations, we held the board accountable for director independence.
Industry Voice: The "in-between", the "new normal", and what's next…
Tracking the course for global equities to a post‑COVID‑19 world
Industry Voice: BMO's latest engagement - a focus on social issues
Historically difficult for investors to define and quantify, social issues are now among the most pressing issues for companies globally – discover our engagement on some of these issues, including antimicrobial resistance in Q4 2020.
Industry Voice: Why momentum for climate action is growing
In what has been a very volatile start to the decade for global society, it is vital that we do not lose sight of the long-term challenge of climate change.
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.
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