Investment Strategy Archives

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

Especially when it comes from non-traditional sources like social media and news articles

Companies whose fortunes are intertwined with the easing of restrictions among the most sought after

When investing in an exciting, high-growth area: you need to separate the hype from the reality

‘Dividends tend to come from more mature (browner) companies and industry groups’

But some still doubt that the measures will go far enough

‘There’s no doubt the electric vehicle market is a major structural growth story’

It will provide a ‘significant, concrete contribution’ to the achievement of five SDGs

Investors behaving like fund managers by trading active funds opportunistically and ‘buying and holding’ index trackers

Bargains may be thin on the ground but there are good opportunities, says one CEO