How has coronavirus accelerated and redirected some long-term secular trends?
Technology and connectivity companies typically rate favourably on traditional sustainability metrics. While this is a good initial filter for investors, Fidelity Future Connectivity Fund co-managers Sumant Wahi and Jon Guinness outline why analysing digital ethics is arguably a more insightful way of assessing the potential risks facing the world’s most disruptive innovators.
Picture a forest. It’s bursting with plant and animal life. There are towering tree-trunks overhead and tangled roots underfoot
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
New EU regulation promoting responsible investment is coming to our shores and not before time, says Thomas Stokes, investment director at Aviva Investors
The need for financial protection against the risk of exhausting savings during a long retirement has become a core concern for many advisers. Aviva Investors look at potential solutions to this challenge
Alasdair Ross, Head of Investment Grade Credit at Columbia Threadneedle Investments, gives his thoughts on how the market will bounce back post-pandemic
Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan discusses three key sustainability themes that will command attention in 2021 based on our fundamental needs as human beings. We need a stable climate to survive and, to achieve that and thrive, we need a more balanced society. That means narrowing social divides where possible, including ensuring equitable access to the internet as the world shifts online.