The global crisis continues to transform our society and economy. This means favoring innovative companies that take sustainability seriously should be every investor’s priority. It’s time to fight not just for recovery, but for one that last. In our publication, Robeco’s Head of Sustainability Integration Masja Zandbergen answers sustainability-related questions arising from the coronavirus pandemic. […]
Drawing parallels is tempting but risky, so what should investors look at instead?
How should investors respond?
Chief Economist and Investment Officer at Spain’s Tressis Gestion shares his macroeconomic outlook for 2020.
When asked to define what makes a portfolio ESG, most investors would give a different answer. If views on ESG are so unique then ESG managers should look across different asset classes to build fully sustainable portfolios. With a team of 10 ESG analysts, Mirova choose not only to screen out companies with a negative […]
The reversal of the low-growth, high-US dollar debt trap could be just around the corner
What do CoCos have to offer? Attractive risk-adjusted yields is a good start
Gold investors should explore the beta benefits of broadening their reach Check out the full article here
China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their weightings. Check out the full article here
In this Q&A with James Beaumont, Head of Multi Asset Portfolio Management at Natixis, we explore what alternative investments can offer investors. Is there a case for illiquid alternatives or should investors focus on liquid alternatives? We answer this and more around how allocations to alternatives will play out in the future. “Investors have viewed […]