Industry Voice

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’.

US election could impact ailing municipal budgets.

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.

While there is substantial uncertainty ahead, we believe the pickup in growth and supportive liquidity conditions favor emerging markets investments.

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.

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.

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...

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.

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’,...