The Age of Transformation in Asia is represented by a sharp rise in urbanisation. Cities in Asia are growing faster than any other areas in the world and its urban population is forecast to exceed 2.6 billion in 20301. This contrasts sharply with the developed world, where the impact of Covid-19 has vastly slowed the […]
The topic of food security has recently shot to the top of the agenda, not only for governments and economists but also for investors. Read More
Given the contrasting series of market environments investors have had to deal with over the last three years, it is quite the understatement to suggest delivering the best risk-adjusted returns has been a challenge. As such, a consistent and tried-and-tested methodology to identify such performance has been – and looks set to continue to be […]
Inflation is taking off as economies surge out of lockdown, supply bottlenecks emerge and energy shortages have sent the price of oil and gas soaring. While a return to 1970s levels is unlikely, we anticipate that inflation will remain above central bank targets for some time. That begs the question: which assets provide the best shield […]
Given the contrasting series of market environments investors have had to deal with over the last three years, it is quite the understatement to suggest delivering the best risk-adjusted returns has been a challenge. As such, a consistent and tried-and-tested methodology to identify such performance has been – and looks set to continue to be […]
The Age of Transformation centres on the world’s transition into a new economic environment and the accompanying trends contributing to a more sustainable and inclusive world. But what happens when these trends appear to collide with the end goals? As the world’s biggest source of carbon emissions, at 28%, China’s contribution to the Glasgow COP […]
We must remember that any outcome from COP must be a compromise. Decisions must be unanimous across its 197 members, which is hard to achieve. So rather than expecting clear decisions to all the issues raised, perhaps it should be viewed as a forum for generating compulsion on critical matters, catalysing new ideas, opening new […]
The success enjoyed by the winning funds and groups in the 2021 Europe Refinitiv Lipper Fund Awards must be viewed against an extraordinary backdrop as the Covid-19 pandemic created vast disruption to the global economy and polarised the fortunes of different industries and businesses. This disparity was reflected in the asset management sector itself, with […]
The success enjoyed by the winning funds and groups in the 2021 France Refinitiv Lipper Fund Awards must be viewed against an extraordinary backdrop as the Covid-19 pandemic created vast disruption to the global economy and polarised the fortunes of different industries and businesses. This disparity was reflected in the asset management sector itself, with […]
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 […]
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