We live in a time of enduring structural change for societies, economies, sectors and cultures. With varying reach and speed, and driven largely by innovation, transformative forces are shaping long-term sustainable investment opportunities on a global scale. The mega trends driving this transformation are not new, but the pandemic has accelerated the speed of transformation. While short-term […]
The much-needed energy transition has been a topic of conversation for some time. Governments worldwide have signalled their commitment to fighting climate change with net zero targets, and unprecedented fiscal support has been ringfenced for green initiatives during the pandemic. However, carbon emission reduction deadlines are looming while public figures and bodies acknowledge that more […]
The discussion about climate change has multiplied over the past year, along with greater acceptance that urgent action is needed. The much-needed transition to sustainable forms of energy is gaining traction, however there are other areas that are not attracting as much attention, such as ecosystem restoration. The planet’s ecosystems are fundamental to maintaining life […]
One of the most widely celebrated novels of the last 200 years, Guiseppe Tomasi di Lampedusa’s The Leopard is set during the Italian Risorgimento (the unification movement that consolidated disparate states into one Kingdom of Italy). While ostensibly it tells the story of an aristocratic family navigating social upheaval in the 1800s, it can also teach us something about investing today.
Just selecting good funds doesn’t do it. Having the right mix to ensure proper diversification is at least as important. But can you actually own too many funds?
Sovereign wealth funds missed their return targets for the second year in a row in 2016, according to a study by Invesco. By focusing too much on the short term, they risk a longer spell of underperformance.