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.
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?
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.
Disruption, speculation in markets, and themes to watch.
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...
Biden likely to seek European support to exert pressure on China.
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.
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.
Emerging from the pandemic, an encouraging pathway for China’s economy
We like firms supplying “picks and shovels” for the rush online
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.
A year of transformation
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.
Tracking the course for global equities to a post‑COVID‑19 world
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.
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.
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.