Bond indices were never intended to form a basis for investment but merely reflect a market. As a consequence, they expose investors to unintended risks and are not a rational investment strategy.
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Guide to ESG: Steering Sustainability
Schroder’s Andrew Howard believes many investors are ill prepared for the investment risk that climate change will bring. The firm’s new Carbon Value at Risk analysis has been developed to meet the challenges ahead.
Guide to ESG: Rules of Engagement
Vicki Bakhshi of BMO Global Asset Management believes effective and sustained engagement is paramount for ESG transformation
Guide to ESG: Great Leaps Forward
There are major transitions afoot in the world of ESG investing and Mirova, Natixis Global Asset Management’s responsible investment affiliate, is committed to advancing the cause
When opportunity knocks
Opportunities still exist in Europe despite the challenges, and a flexible, benchmark unconstrained, multi-sector, pan-European strategy, such as the Franklin European Total Return Fund, can help fixed income investors tap in.
Gaining yield in the Asia Pacific
As sources of yield remain hard to come by, Hong Kong property offers a high level of income that we feel is sustainable over the medium to long term
US engine of dividend growth slows – Europe picks up the pace
Global dividend growth slowed in the second quarter, according to the latest Henderson Global Dividend Index. Underlying dividend growth, which strips out exchange rate movements and other lesser factors, was 1.2%. This is slower than the 3.1% underlying growth seen in the first quarter, partly reflecting Q2 seasonal patterns […]
Leisure stocks to profit from increase in US consumer spending
New Capital’s research analyst Chelsea Wilson argues that entertainment and ‘athleisure’ stocks are likely to benefit from an increase in spending power of the American consumer. Housing stocks also stand to profit.
Brexit reaction: Global Equity Income view
Short term impact: currency volatility, growth moderation, continued demand for income generating assets of all types. The decision of the UK electorate to leave the European Union is unexpected, and has resulted in significant market volatility. In the short term there is little practical impact from the decision at a company level. The UK will, […]
Chinese tourism is taking off
China’s economy may be slowing, but this has not stopped consumers spending more to improve their lifestyles – travel and tourism being the biggest winners
