Industry Voice
Investment
Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.
24 November 2020
•
9 min read
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.
06 November 2020
•
6 min read
Investment
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.
03 November 2020
•
8 min read
Investment
The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
21 October 2020
•
2 min read
ESG
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.
19 October 2020
•
5 min read
