Emerging markets and ESG do mix
Despite often starting at a lower base level in terms of ESG profile, EM issuers tend to be more receptive to engagement on ESG topics
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Despite often starting at a lower base level in terms of ESG profile, EM issuers tend to be more receptive to engagement on ESG topics
When investing in an exciting, high-growth area: you need to separate the hype from the reality
‘There’s no doubt the electric vehicle market is a major structural growth story’
What are higher yields telling us about inflation expectations?
While balance sheets mostly remain strong, profitability was already weak going into the current crisis
Unlike 2008, they are a key part of the solution to this crisis rather than the cause of the problem
Global markets fell back in March 2020 but the cryptocurrency was quick to rebound – and beyond expectations
They are a vital element of the green transition but struggle to deliver strong ESG scores
The term ‘Asian Century’ entered common usage in the 1980s, as a way of describing the region’s anticipated economic dominance in the 21st century, writes Sunny Bangia, portfolio manager at Antipodes Partners.
In light of recent events, there has surely never been a better time to focus on the often-overlooked ‘G’ of ESG
‘A cookie-cutter approach to real estate development, ownership and management will no longer work’
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term