Sponsored

A recent report (March 2015) from Morgan Stanley found that there is a positive relationship between corporate investment in sustainability and stock price and operational performance. We are not surprised by this result.

Tokio Marine Asset Management examines how an increasing number of upcoming IPOs, such as the one for Japan Post, the country's largest bank and insurer, may impact supply-demand dynamics in an already buoyant Japanese stock market.

By Alliance Trust Investments

Chris Taylor, investment director and head of research, Neptune Investments

Below are five companies the Sustainable Future team at Alliance Trust Investments has identified which demonstrate their investment philosophy in practice.

Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.

Siddharth Bhargava, research analyst, Matthews Asia

Vincent Chailley, CIO of H2O Asset Management

As equity markets trade near record highs and valuations exceed historical averages, the investing environment appears to us ripe for new sources of returns. In this environment, long/short equity strategies may be well positioned to pick winners and...

Darren Pilbeam, head of UK retail sales, Natixis Global Asset Management