Are income and ESG incompatible?
‘Dividends tend to come from more mature (browner) companies and industry groups’
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‘Dividends tend to come from more mature (browner) companies and industry groups’
But are their concerns really warranted?
As the pool of assets that appears to leave some margin for error is fast diminishing
‘Story’ ETFs have particular appeal for a new breed of retail investor, who now have the tools to buy into these ideas
Amid a gloomy picture, there are signs that emerging market debt may have better times ahead
Economies and stock markets have generally been more resilient than expected in the face of repeated lockdowns
A number of pension fund managers have complained that the illiquidity premium no longer exists
The concept of a green premium or ‘greenium’ has been mooted and disputed but may hold some water
The two super-powers may have to learn to co-exist, albeit uneasily
Environmental funds and infrastructure projects stole the spotlight from social and governance opportunities
Is this a sign that European investors should back away from fixed income?
‘Larger fund groups can afford to bring in the analysts they need, but it’s tough for boutiques’