Industry Voice
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’,...
Industry Voice: There is more to Europe than meets the eye
In the biggest, shiniest, or most talked about companies, innovation is obvious. Yet like opportunities, innovation is sometimes hidden, waiting to be discovered. Similarly, Europe is regularly overlooked, but there are bright opportunities in not so obvious places.
Industry Voice: PIMCO's Credit Outlook: Which sectors will fare better than others?
The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.
Industry Voice: Disruption accelerated
Amid the coronavirus pandemic, the digitization of the economy gathers steam.
Industry Voice: When coupons are king: the case for global high-yield credit
High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.
Industry Voice: How the coronavirus is reshaping the blue chip universe
Defining potential winners and losers—near and longer term.
Industry Voice: Assessing today's pan-Asia potential
Fidelity Asia Fund portfolio manager Teera Chanpongsang reflects on the recent volatility in regional equity markets and outlines the benefits of maintaining a longer-term perspective in the current environment
Partner Insight: RWC's Fenton: 'Traditional means of diversification let investors down in Q1… we didn't'
Credit cycles patterns have the ability to provide signals as to when to take or reduce risks. Yet many fund managers failed to spot the end of the credit cycle was nigh in 2020
Industry Voice: Opportunities from dislocation
As we move through the different phases of the Covid-19 crisis and recovery, continuously evolving market dislocations will present challenges and opportunities. Fidelity Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro, discuss why investors should allocate capital that is sensitive to recovery rates, as well as identifying some key themes that will shape returns over a longer-term horizon
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