Green bonds are one of the more visible sides of the increasing interest in environmental, social and governance (ESG) impacts on investing. The events of 2020 appear to have only accelerated this trend.
Drawdown is a “nightmare” and how much of your assets you can draw down each year is no longer sustainable. What is the answer to the longevity puzzle? Aviva Investors investigates.
BlueBay’s Justin Jewell and Andrzej Skiba explain how they take environmental, social and governance issues into account in their global high yield ESG strategy
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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