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J.P. MORGAN ASSET MANAGEMENT - ESG Explained

J.P. MORGAN ASSET MANAGEMENT - ESG Explained - Published: 30 May 2022
Published: 30 May 2022

In just a few years, ESG investing has grown in prominence. How can investors capitalize on this trend? What is ESG? The use of environmental, social and governance factors to inform investment decisions.

MFS - Severely Disrupted Oil Market — Now What?

MFS - Severely Disrupted Oil Market — Now What? - Published: 28 Mar 2022
Published: 28 Mar 2022

In this paper, MFS dissect the issues surrounding the recent surge and volatility in oil prices.

J.P. Morgan Asset Management  -  Women and investing

J.P. Morgan Asset Management - Women and investing - Published: 25 Jan 2022
Published: 25 Jan 2022

The Covid-19 pandemic has had a significant impact on savings and investments. To find out the extent of the impact on women’s finances in particular, we asked 4,000 women across 10 European countries to tell us about their current savings situation.

Invesco - Outlook for ESG in 2022

Invesco - Outlook for ESG in 2022 - Published: 31 Dec 2021
Published: 31 Dec 2021

Real momentum is building in the environmental, social and governance space. Policymakers are raising the bar; corporates are responding to consumer trends; and the financial services industry is finding its voice. As progress accelerates, 2022 will be the year in which ESG aspirations meet implementation.

M&G Investments -  Outlook for 2022

M&G Investments - Outlook for 2022 - Published: 23 Dec 2021
Published: 23 Dec 2021

After a period of surprising outcomes for both equity and debt markets, both of which have reached record prices even after the global instability caused by COVID-19, what does 2022 hold? Jim Leaviss, CIO, Public Fixed Income, Fabiana Fedeli, CIO, Equities & Multi Asset, and Maria Municchi , multi asset Fund Manager, discussed how these issues are likely to affect their respective asset classes in their Outlook for 2022.

Matthews Asia - CIO Outlook for 2022

Matthews Asia - CIO Outlook for 2022 - Published: 16 Dec 2021
Published: 16 Dec 2021

Matthews Asia CIO Robert Horrocks, PhD, discusses the reflation of economies, inflation and deflation as a long-term trend and how these might influence different geographies and different sectors.

Alliance Bernstein - A framework for mapping modern slavery risk in investment portfolios

Alliance Bernstein - A framework for mapping modern slavery risk in investment portfolios - Published: 07 Dec 2021
Published: 07 Dec 2021

To help identify modern slavery risk, a thoughtful research framework is an important tool. It enables investors to prioritize all the companies in a portfolio’s universe—not just those currently held in the portfolio—based on their potential exposures

Allianz Global Investors - Beyond Climate: it's time for investors to protect biodiversity

Allianz Global Investors - Beyond Climate: it's time for investors to protect biodiversity - Published: 30 Nov 2021
Published: 30 Nov 2021

It has never been more important for investors to play a role in protecting and promoting the world’s natural capital.

Invesco - Monthly Market Report for October 2021

Invesco - Monthly Market Report for October 2021 - Published: 25 Nov 2021
Published: 25 Nov 2021

While supply chain disruptions, labour shortages and rising energy costs persist, October saw equities around the world put in strong performances overall.

BlackRock - How much can I afford to invest

BlackRock - How much can I afford to invest - Published: 20 Oct 2021
Published: 20 Oct 2021

We can thank our grandparents for their advice on understanding how to save, budget & invest. Although society has changed, the simple rules of money haven’t.

ESG is here to stay.

ESG is here to stay. - Published: 17 Sep 2021
Published: 17 Sep 2021

Investment Marketing Analyst Jon Lockyer, looks to dispel the notion that Environmental, Social and Governance (ESG) investing is a passing trend.

Schroders: An infographic view of the global economy in August 2021

Schroders: An infographic view of the global economy in August 2021 - Published: 21 Aug 2021
Published: 21 Aug 2021

This month's infographic looks at pent-up consumer demand in the US, the different regional effects of climate change, and the predicament of emerging market energy exporters.

Invesco - 2021 Mid-Year Investment Outlook

Invesco - 2021 Mid-Year Investment Outlook - Published: 09 Jul 2021
Published: 09 Jul 2021

Invesco's investment teams from around the globe provide an update to their 2021 outlook published in Dec 2020.

Sarasin - More Good Than Harm

Sarasin - More Good Than Harm - Published: 15 Mar 2021
Published: 15 Mar 2021

A narrow focus on money is unsustainable. Too often finance has been isolated from sustainability and social and environmental concerns, placing the needs of the present above those of future generations. Henry Boucher, Chairman of the Sarasin & Partners Investment Strategy Group, explains in the Raconteur Sustainable Investment report recently published in The Sunday Times.

BlackRock - 2021 Global Outlook

BlackRock - 2021 Global Outlook - Published: 04 Feb 2021
Published: 04 Feb 2021

A new investment order - the Covid-19 pandemic has accelerated profound shifts in how economies and societies operate across four dimensions: sustainability, inequality, geopolitics and the joint macro policy revolution. BlackRock Investments team believes this calls for a fundamental rethink of investment portfolios.

Invesco - 2021 Investment Outlook

Invesco - 2021 Investment Outlook - Published: 14 Dec 2020
Published: 14 Dec 2020

Invesco’s investment teams from around the globe outline their expectations for 2021 to help investors plan for the coming year, wherever the markets take them.

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility - Published: 18 Nov 2020
Published: 18 Nov 2020

The first nine months of 2020 contained the first broad-based market crash, and recovery, of the sustainable investing era, and provided fertile ground for research into the relationship between sustainability and performance. Fidelity International re-tested their sustainability ratings and carried out a research update to take in the market recovery from April 2020 onwards.

BlackRock - U.S. Election: Biden Win

BlackRock - U.S. Election: Biden Win - Published: 13 Nov 2020
Published: 13 Nov 2020

Investment professionals at BlackRock Investment Institute give their market views after Biden’s win in the U.S. election.

Ninety One - Investing in the low-carbon transition

Ninety One - Investing in the low-carbon transition - Published: 02 Nov 2020
Published: 02 Nov 2020

The transition to a low-carbon global economy is driving growth and investment opportunities, but measuring carbon impact is key. Read the latest Q&A with the strategy’s portfolio managers.

Invesco - Monthly Market Report for September 2020

Invesco - Monthly Market Report for September 2020 - Published: 15 Oct 2020
Published: 15 Oct 2020

Review of global market developments in September 2020, highlighting the best and worst performing sectors globally.

Survey results: ESG investing is on the up

Survey results: ESG investing is on the up - Published: 11 Sep 2020
Published: 11 Sep 2020

An RL360 survey has shown an upward trend in Environmental, Social and Governance (ESG) investing among savers in the last 12 months.

Fidelity - Overcoming fast fashion's hidden costs

Fidelity - Overcoming fast fashion's hidden costs - Published: 03 Sep 2020
Published: 03 Sep 2020

The recent controversy over the working conditions at UK clothing brand Boohoo has brought the practices of fast fashion back into the spotlight. As clothing makers churn out affordable designs at an ever-faster pace, the environmental and social costs of the fast-fashion industry are becoming clearer to both consumers and investors - and having an impact on valuations. European equities manager, Matthew Siddle looks at how investors can navigate these issues and discusses the importance of constructively engaging with the industry.

Fidelity International - The unstoppable ascent of sustainable investing

Fidelity International - The unstoppable ascent of sustainable investing - Published: 17 Aug 2020
Published: 17 Aug 2020

The assumption that shareholder returns should be maximised at any cost has been challenged by Covid-19, further embedding sustainable investing as a future destination for asset flows. Head of Equities - Asia and Lead Cross-Asset Strategist of Schroders explore the drivers behind this transformation and their consequences for investors.

Schroders: What is the appeal of thematic investing?

Schroders: What is the appeal of thematic investing? - Published: 17 Aug 2020
Published: 17 Aug 2020

Schroder’s Investment Director David Docherty explains what thematic investing is and the growing appeal of this type of investing.

Aberdeen Standard Investments - A rolling selection of articles related to the Coronavirus

Aberdeen Standard Investments - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020
Published: 20 Jul 2020

Keep up to date with Coronavirus updates and insights from investment professionals at Aberdeen Standard Investments as they monitor the impact the pandemic is having on the global markets.

Fidelity - Understanding market volatility

Fidelity - Understanding market volatility - Published: 03 Apr 2020
Published: 03 Apr 2020

Markets are going through major turmoil as the world experiences the impact of the COVID-19 pandemic, but this is not the first time we have experienced such heightened volatility. Fidelity have provided a series of aids and interactive tools to help you understand why the long-term approach can help you in managing your clients’ investments.

BlackRock - Market plunge: This is not 2008

BlackRock - Market plunge: This is not 2008 - Published: 24 Mar 2020
Published: 24 Mar 2020

Recent market moves are reminiscent of the 2008 financial crisis, but we don’t think this is a repeat. Read our thoughts in our Market Plunge bulletin.

Invesco - Monthly Market Report for February 2020

Invesco - Monthly Market Report for February 2020 - Published: 11 Mar 2020
Published: 11 Mar 2020

Review of global market developments in February 2020, highlighting the best and worst performing sectors globally.

GAM Investment - Thriving Amid Stagnation

GAM Investment - Thriving Amid Stagnation - Published: 28 Feb 2020
Published: 28 Feb 2020

Stagnation is often touted as the metaphorical death knell for an economy. Julian Howard, head of multi asset solutions at GAM, suggests that there are ways to avoid the pitfalls of a slowing economy.

Invesco - Monthly Market Report for January 2020

Invesco - Monthly Market Report for January 2020 - Published: 25 Feb 2020
Published: 25 Feb 2020

Review of global market developments in January 2020, highlighting the best and worst performing sectors globally.

Matthews Asia - Wuhan Coronavirus

Matthews Asia - Wuhan Coronavirus - Published: 14 Feb 2020
Published: 14 Feb 2020

Matthews Asia CIO Robert Horrocks and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and its possible impact on China's governance and economy.

Invesco – Global markets – 2020 outlook

Invesco – Global markets – 2020 outlook - Published: 16 Jan 2020
Published: 16 Jan 2020

A look ahead to 2020 - central banks and geopolitics to shape global economy.

Matthews Asia - Sinology

Matthews Asia - Sinology - Published: 20 Dec 2019
Published: 20 Dec 2019

In this issue of Sinology Andy Rothman, Investment Strategist, shares his views on the U.S.– China trade deal announced on Friday, 13 December and what does it mean for investors?

GAM Investment: UK election – initial thoughts

GAM Investment: UK election – initial thoughts - Published: 16 Dec 2019
Published: 16 Dec 2019

Following the unexpectedly strong election victory for Boris Johnson and the Conservative Party, some of the GAM Investment portfolio managers offer their views on how this is likely to impact markets.

Invesco - Monthly Market Report for November 2019

Invesco - Monthly Market Report for November 2019 - Published: 13 Dec 2019
Published: 13 Dec 2019

Review of global market developments in November 2019, highlighting the best and worst performing sectors globally.

GAM Investment - How likely is a global recession?

GAM Investment - How likely is a global recession? - Published: 26 Nov 2019
Published: 26 Nov 2019

Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.

Sarasin - Plant Power

Sarasin - Plant Power - Published: 26 Nov 2019
Published: 26 Nov 2019

Veganism takes a bite out of traditional food consumption. Jeneiv Shah, co-portfolio manager for Sarasin Food & Agriculture Opportunities, discusses how investors have an important part to play in this transformation.

Invesco - Monthly Market Report for October 2019

Invesco - Monthly Market Report for October 2019 - Published: 11 Nov 2019
Published: 11 Nov 2019

Review of global market developments in October 2019, highlighting the best and worst performing sectors globally.

Matthew Asia - Asia: riding a wave of innovation

Matthew Asia - Asia: riding a wave of innovation - Published: 10 Oct 2019
Published: 10 Oct 2019

Asia is no longer a place where everything is produced but nothing is invented, Asia is riding a wave of homegrown innovation with long-term investment implications.

Invesco - Monthly Market Report for September 2019

Invesco - Monthly Market Report for September 2019 - Published: 08 Oct 2019
Published: 08 Oct 2019

Review of global market developments in September 2019, highlighting the best and worst performing sectors globally.

Schroders - Global Investor Study 2019

Schroders - Global Investor Study 2019 - Published: 20 Sep 2019
Published: 20 Sep 2019

Schroders Global Investor Study – Investor behaviour: do people have control of their personal finances?

Invesco - Monthly Market Report for August 2019

Invesco - Monthly Market Report for August 2019 - Published: 11 Sep 2019
Published: 11 Sep 2019

Review of global market developments in August 2019, highlighting the best and worst performing sectors globally.

Sarasin - How trade made China great

Sarasin - How trade made China great - Published: 20 Aug 2019
Published: 20 Aug 2019

Sarasin economist, Niloofar Rafiei, examines how important is trade to China’s economic trajectory, and secondly, what will the future of China’s trade look like as it navigates the probable persistence in slower global trade.

Invesco - Monthly Market Report for July 2019

Invesco - Monthly Market Report for July 2019 - Published: 12 Aug 2019
Published: 12 Aug 2019

Review of global market developments in July 2019, highlighting the best and worst performing sectors globally.

Janus Henderson - Mid-Year Market GPS

Janus Henderson - Mid-Year Market GPS - Published: 02 Aug 2019
Published: 02 Aug 2019

At the start of 2019, Janus Henderson’s investment teams identified core themes, or mega trends, considered likely to impact markets. Here, they revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

Matthew Asia - U.S. - China Trade Dispute

Matthew Asia - U.S. - China Trade Dispute - Published: 21 Jun 2019
Published: 21 Jun 2019

U.S. – China trade concerns continue to weigh on global markets. Matthews Asia offers its perspective on how the dispute affects the long-term investment landscape.

Matthews Asia - Perspective

Matthews Asia - Perspective - Published: 16 May 2019
Published: 16 May 2019

Matthews Asia Portfolio Managers Teresa Kong and Satya Patel discuss the appeal of Asia corporate bonds for bond investors seeking global diversification.

Sarasin - Food and Agriculture Opportunities

Sarasin - Food and Agriculture Opportunities - Published: 11 Apr 2019
Published: 11 Apr 2019

Sarasin Deputy fund manager Jeneiv Shah explores how the food economy is evolving, and how they reflect that in their food and agriculture fund.

Invesco - Monthly Market Report for December 2018

Invesco - Monthly Market Report for December 2018 - Published: 17 Jan 2019
Published: 17 Jan 2019

Review of global market developments in December 2018, highlighting the best and worst performing sectors globally.

The real impact of US trade tariffs on China

The real impact of US trade tariffs on China - Published: 14 Jan 2019
Published: 14 Jan 2019

Countries that have current account deficits are required to attract foreign capital to ‘plug the hole’. Alex Duffy assesses the real impact that the proposed US trade tariffs will have on China’s current account and what this will mean for the Chinese economy.

Janus Henderson - Global Snapshot

Janus Henderson - Global Snapshot - Published: 18 Oct 2018
Published: 18 Oct 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at last quarter end.

Sarasin - The inexorable growth of the food economy

Sarasin - The inexorable growth of the food economy - Published: 07 Jun 2018
Published: 07 Jun 2018

Sarasin fund managers Henry Boucher and Jeneiv Shah discuss the breadth of investment opportunities generated by the inexorable growth of the food economy.

Invesco - monthly market report for January 2018

Invesco - monthly market report for January 2018 - Published: 07 Feb 2018
Published: 07 Feb 2018

Review of global market developments in January 2018, highlighting the best and worst performing sectors globally.

Fidelity International - Outlook 2018 - Survey Results

Fidelity International - Outlook 2018 - Survey Results - Published: 23 Jan 2018
Published: 23 Jan 2018

Fidelity International surveyed more than 240 professional investors to gain a fresh understanding of how they view the current investment landscape and how likely this is to influence their investment recommendations in 2018.

Invesco - Global Economic Outlook 2018

Invesco - Global Economic Outlook 2018 - Published: 03 Jan 2018
Published: 03 Jan 2018

John Greenwood, Invesco Ltd’s Chief Economist, outlines his views on developments in global economies.

Henderson - What is Absolute Return?

Henderson - What is Absolute Return? - Published: 30 Oct 2011
Published: 30 Oct 2011

Ben Wallace and Luke Newman, UK absolute return fund managers at Henderson, take the time to explain a little bit more about absolute return strategies.