Focus

Half-way through the MAX and Investment Leadership awards for 2022, the audience was silenced by researcher and co-organiser Alex Dunnin. He said: ‘Life has caught up with us.” His forecasts were chilling. “The investment world has changed entirely,” he said. Now, we are on track to see 9 per cent inflation by the end of…

With media news and headlines dominated by the deepening crisis in Ukraine, this year’s interim earnings season was dealt an additional driver. All in all, though, it was a relatively good reporting season, with companies cashed-up and the majority recording a profit, with about 67 per cent of companies lifting profits. According to specialist equities…

Calastone’s latest Global Fund Flow Index, which tracks more than 500,000 buy and sell orders every month across platforms and managed funds, recently highlighted the challenge facing ESG-focused strategies. Despite seeing record inflows into ESG-focused funds in 2021, quadrupling the levels of 2021 to $3.0 billion, the data highlights that this remains only a small…

The last two years have been a near-perfect storm of activity for many financial advisers. The onset of the pandemic placed significant pressure on advisers to respond to client queries at a time of immense stress; many advisers were trying to deal with a flood of new clients as industry numbers dwindled and the big…

Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers during troubled times is the ability to communicate between these two worlds effectively. Invesco Global Consulting’s mission is to help financial professionals do exactly that. As we speak to financial professionals during times of market…

China is far and away the world’s largest carbon dioxide emitter, accounting for close to 30% of global carbon emissions, according to the International Energy Agency (IEA) – double the 15% for the US and 9% for the European Union. Robeco’s Jie Lu has released a detailed research report which takes a thorough look at…

For most of 2021, global credit investors have been basking in the goldilocks environment of accommodative Fed policy, generous fiscal stimulus, and a rather strong economic recovery, despite some COVID-19 bumps along the way. The strong performance of credit risk assets has elevated valuation levels.  As the prospects of Federal Reserve tapering, higher inflation, peak…

International asset manager, Robeco, known for its extensive range of active investments, from equities to fixed income and credit, is also a pioneer in sustainable investing. Having developed a proprietary Sustainable Development Goal (SDG) framework for credit portfolios, the company now sets the standard with its credit portfolios by using SDG scores that are validated…

The possibility for government to increase superannuation taxes in response to the ballooningbudget deficit caused by COVID-19 could severely hurt member balances at retirement, according to a research note by the global implementation specialist manager Parametric. Raewyn Williams, head of research (Australia) and analyst Josh McKenzie, in a short paper titled“Will retirees pay the price…