Fed's new policy is not about creating inflation for its own sake
Emerging markets overall felt a dose of optimism in August amid hopes for a Covid-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Chetan Sehgal, lead portfolio manager and Andrew Ness, portfolio...
It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.
Forever associated with the 2008 Global Financial Crisis, mortgage-backed securities struggle to escape their bad rap. This is precisely why we are finding value in them now.
Who are the winners and losers during the pandemic?
Closing one chapter and beginning another is not easy
Where now for the sector?
Redefining value amid high-profile manager exits
Going green is a sound economic decision
Climate emergency calls for greater financial backing
Why environmental risks need to be priced in
Hitting new highs after stocks hit new lows
Better leadership needed on diversity and inclusion
The changing face of office working
Grasping tech opportunities to build better futures
Creating a resilient food system
Spike in savers backing ESG vehicles during pandemic
Promoting greater dialogue with shareholders
Experiencing dealing with macro shocks an advantage
Top themes for a sustainable future
Caution still needed in rush for floatation
Key targets to look out for
A close eye on deteriorating corporate fundamentals
Breathing new life into student accommodation