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Contributor results

Market rules. There are no rules

Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand.

Contributor | 3rd Sep 2020 | More
ESG ratings under scrutiny

In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?

Contributor | 31st Aug 2020 | More
Is it time to seek ESG improvers?

The popularity of ESG strategies means the world may be running out of appropriately priced investment opportunities in the sector. In this paper, Amundi writes that it may be time to look for companies that are seeking to improve their business practices but aren’t yet ‘ESG leaders’.

Contributor | 27th Aug 2020 | More
The cost of transition

Systematic investment group Parametric, offer a case study into the most important issue missed by institutional investors when they seek to change investment strategy; tax.

Contributor | 27th Aug 2020 | More
Ready to boom

The penetration of e-commerce in China remains below 20%, but is the fastest growing and largest market of its kind in the world. This paper looks at those companies winning the battle for clicks across the Asian region.

Contributor | 27th Aug 2020 | More
  • The power of engagement

    Investing to improve lives  is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was highlighting seismic  moves in society amidst the pandemic and flagging its extensive engagement on governance, meeting 178 companies.

    Contributor | 27th Aug 2020 | More
    The path to recovery

    According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed . So how do we recover? Through a combination of co-ordinated policy responses and China likely leading the way.

    Contributor | 27th Aug 2020 | More
    An introduction to ETFs

    A short summary sheet for clients and advisers, outlining the many types and options in the fast growing sector.

    Contributor | 27th Aug 2020 | More
    Eaton Vance

    Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies. According to the analysis, boards with more than four women outperformed those with less.

    Contributor | 27th Aug 2020 | More
    Q2 Global Outlook

    The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a strong US recovery, with the group favouring consumer names across Europe and the US.

    Contributor | 27th Aug 2020 | More
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