Deeper Thought

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.

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.

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.

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.

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

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.

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.