Industry Voice
Industry Voice: Intangible Assets Provide Tangible Defenses for Equities
Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.
Industry Voice: The Retail Transformation: A World Tour
Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.
Industry Voice: 2021 Asia Economic Outlook
All Eyes on China to Drive Global Growth
Industry Voice: Trending in Asia
In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.
Industry Voice: In growth we trust…through politics, pandemics, and beyond
In its Q4 2020 outlook, Jennison Associates, PGIM’s fundamental equity manager, explores the continued equity market recovery along with near-term headwinds and structural tailwinds for future growth.
Industry Voice: Secular Outlook Takeaways - Escalating Disruption
The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
Industry Voice: Climate investing - if not now, when? If not you, who?
For all the environmental, social and governance (ESG) challenges companies face today, there is one which unites them all – a challenge dwarfing all others in its urgency. ‘E’ for the environment. ‘E’ for the elephant in the room. ‘E’ for the emergency we all now face: the failure of our fossil-fuel civilisation to address climate change.
Industry Voice: Quantum Leap
Mike Fox, Head of Sustainable Investments at Royal London Asset Management, believes Covid-19 has caused a quantum leap forward for sustainable investing and explains why he thinks the staggering impacts of the pandemic mean that there really will be a ‘new normal’.
Industry Voice: Election 2020 Blog Federal Help Wanted - Municipalities Face Fiscal Uncertainties
US election could impact ailing municipal budgets.
Industry Voice: Standing up for stranded seafarers
The Covid-19 pandemic has left hundreds of thousands of forgotten maritime workers stranded at sea which is why we’re sounding the alarm on an overlooked global humanitarian issue and a potential supply-chain disaster in the making.
Industry Voice: Emerging Markets Asset Allocation - Opportunities in a Time of Uncertainty
While there is substantial uncertainty ahead, we believe the pickup in growth and supportive liquidity conditions favor emerging markets investments.
Industry Voice: What we're watching in Asia
Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensus-beating corporate earnings, while also examining the outlook for the US-China tensions relating to trade and elsewhere.
Industry Voice: Sustainability in Bond Markets Amid COVID 19 - ESG in Focus
Is this health crisis turned economic shock the ESG inflection point that markets needed? In this Q&A, we discuss the outlook for ESG and PIMCO’s approach to sustainable investing.
Industry Voice: Overcoming fast fashion's hidden costs
The recent controversy over the working conditions at UK clothing brand Boohoo has brought the practices of fast fashion back into the spotlight. As clothing makers churn out affordable designs at an ever-faster pace, the environmental and social costs...
Industry Voice: Conviction edges up for emerging-market credit
In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.
Industry Voice: Sustainable investing: the new 'normal'?
So far, the defining factor of 2020 has been its uncertainty. After COVID-19 caught the world by surprise, the pandemic quickly grew into an unprecedented global crisis. Governments, populations and businesses have been forced to adapt to the new ‘normal’,...
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