RL360 Protected Lifestyle - Fund Articles

This growing environmental problem is increasingly a focal point for policy at national and international level.

Whether it is refillable toothpaste tubes or recycled plastic bottles, big global businesses like Colgate, Nestle and Unilever are starting to create the products and solutions the world will need for a future without plastic waste. The problem is no one is quite managing to go fast enough.

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.

GAM Systematic’s Chris Longworth, Vladimir Kobelev and Guglielmo Mazzola discuss some of the topical liquid alternatives that are available to investors, and how each can play a role as constituents of a balanced portfolio.

What does active ownership really mean in practice? Experts from Schroders' sustainable investment team explain.

As the world moves from pledges to plans, it is critical we tackle the question of climate holistically. Living with climate change will mean coping with the impacts on water and taking the necessary steps to reduce the vulnerabilities of communities and economies.

Taking a patient, long-term approach to investing can help investors overcome the short-term volatility that is normal in markets. In this article, J.P. Morgan Asset Management explain their latest research into long-term investing.

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

The Russian invasion of Ukraine is an event that will determine government, foreign and military policies for many years to come - much as 9/11 did. It is impossible to be unaffected in the face of such high potential for loss of human life - we are all people before we are investors. Sarasin set out their preliminary investment response to what is happening, and the outlook for global portfolios.

Portfolio managers Velislava Dimitrova and Cornelia Furse take a look at the companies offering solutions to monetise unwanted items and extend the lives of products, outlining the environmental benefits and investment opportunities this is creating.

While some progress was made at COP26, it is clear that there is a large credibility gap between words and actions.

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.

A long-term focus and a rigorous approach to portfolio construction may help investors navigate uncertainty as the mid-cycle expansion advances.

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.

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 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.

Schroders chief economist Keith Wade gives his views on the outlook for the global economy in 2022 when growth is expected to cool after a very strong 2021.

An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality.

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

After the re-opening surge in 2021, growth in 2022 will moderate and central banks and governments will begin to remove stimulus. But we are far from worried about an abrupt stop in either economic activity or policymaker support.

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

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

Single materiality considers the impact of climate change on the company; double materiality considers the impact of the company on climate change. Head of investment strategy Henry Boucher unravels the conflicts in ‘double materiality’ and where to draw the ‘moral’ line.

Covid-19 hasn’t eclipsed issues of equality at work, it’s underscored their importance. Equality for women requires thinking about equality at home and along supply chains.

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.

The power of active engagement: We believe companies should be held to account on supply chain management - alongside other environmental, social and governance issues – and therefore continue to push our investee companies to act appropriately in order to protect and enhance long-term value.

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

Smaller companies aren’t usually associated with good ESG practices. But dig deeper and the story is often different.

Most nations have today accepted the challenge to cut greenhouse gas emissions to net zero by 2050. However, if we have any intention to reach this goal, incorporating a circular economy will both be a necessity and also represent some of the easiest opportunities we will have to cut emissions.

The Chinese economy navigated the ramifications of the pandemic impressively.

Investing in funds rather than individual stocks & shares may have advantages such as lower risk & less hassle.

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.

Generational differences can present a challenge when navigating money management. Discover the best practices for making these conversations more fruitful.

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

Discover the ESG implications of investing in the emerging market dairy industry.

Fidelity International’s ESG Analyst Survey 2021 reveals that, while many companies report their ESG activities accurately, significant numbers continue to overpromote their ESG performance. To get a true picture of each company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.

Discover how human activity threatens the ocean and how investors can drive sustainable solutions.

The Covid pandemic has brought renewed focus on the social aspects of ESG investing. How can asset managers incorporate human rights into their approach? And what value does this add?

While technology is key to driving economic growth, there are a number of ESG factors that responsible investors should be aware of. Sarasin’s analysts Josh Sambrook-Smith and Kwai San Wong take us through these issues.

This month's infographic looks at the economic recovery in the UK, why growth in other emerging markets may catch up with Asia, and the current wave of the virus in India.

The concept of sustainability is rapidly rising up the agenda within the fashion industry. Yet while consumers are increasingly interested in sustainable fashion, they are not willing to pay a premium for it. Still, sustainability can be a competitive advantage.

In March 2021, the European Union's Sustainable Finance Disclosure Regulation (SFDR) comes into force which imposes ESG disclosure and transparency requirements on investment management firms who market their funds within the EU. Here, Robeco provide insight on the implications of the new regulation.

In this paper, Invesco team explores food production and consumption’s position within the nexus of nature. They draw on expert insights from and interviews with representatives of Invesco and FAIRR, the foremost investor network in this space, to examine the issue through the prism of responsible investing.

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.

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.

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, discusses the impact of a new Presidential administration to the U.S.-China relationship, how businesses have fared so far, growth opportunities in emerging markets countries and his 2021 outlook for Asian markets.

Covid-19 has disrupted the food sector's supply chains and is set to change consumer eating habits for good. Pictet’s Thematic Advisory Board share their views on post-pandemic shifts in food industry.

The EMEA Market Insights team expects a Covid-19 vaccine to lead to a robust recovery as 2021 progresses. Find out about the investment implications and the risks to this view.

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.

In this article, Steve Freedman, Pictet’s head of sustainability and thematic research, explains how Biden’s ambitious environmental agenda will change the complexion of the battle against climate change, especially in the clean energy industry.

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.

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

Schroders’ Head of Investments Asia provides his perspective on why Asia is on course to dominate the 21st century, bringing a wealth of investment opportunity.

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.

Schroders’ Global Investor Study 2020 reveals investors’ views on how companies behave and who should be responsible for mitigating climate change.

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

This month marks the fifth anniversary of the launch of the United Nations' Sustainable Development Goals (SDGs), a universal call to action to end poverty, protect the planet and ensure all people enjoy peace and prosperity by 2030. M&G Investments' SDG reckoner represents our assessment of progress towards delivering the goals, highlighting where ambition needs to be scaled up, and focusing on the role impact investors have to play in addressing these challenges.

Sarasin look at the global economy and the effects of both deflationary and inflationary forces, which are critical to asset markets and clients as they budget for the years ahead.

Schroders’ Portfolio Managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.

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

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.

A selection of tools and materials from Pictet Asset Management will help you or your clients get started on the environmental investing journey. These include a quiz, environmental impact calculator, e-module, articles, and environmental impact calculator.

As economies begin to reopen, Richard Batty and David Aujla of Invesco’s Multi Asset team discuss the market impact and what investors might expect looking forward.

Schroders clarify what some of the commonly misunderstood sustainability terms mean.

View a select of Fidelity International articles produced by their investment professionals relating to the COVID-19 pandemic, including how to manage your clients’ investments during this uncertain time of heightened volatility.

View a selection of J.P. Morgan Asset Management articles published by their investment professionals, as they monitor global economic activity amid the COVID-19 crisis, including the production of weekly market stats.

Investment professionals at MFS Investment Management share their latest economic and market insights for the global financial markets as the world works through the effects of COVID-19.

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.

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

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.

Investment professionals at Columbia Threadneedle provide their opinions and insights on the markets and the impact of the COVID-19 pandemic.

We provide an ongoing selection of views and opinions from investment professionals at Invesco as they monitor the ongoing market turmoil and reactions from banks and governments to the COVID-19 pandemic.

Investment professionals at Schroders provide their views and market stats in relation to the ongoing COVID-19 pandemic and its impact on markets and economies around the world.

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.

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.

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

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.

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

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Fidelity International provide key messages to help investors steer their portfolios through volatile times.

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.

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

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?

Investec Asset Management portfolio managers give their views on the UK General Election result.

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.

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

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.

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

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.

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

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.

In this month's infographic Schroders look at how trade wars are affecting global growth prospects.

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

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

Despite China's GDP growth slowing, its wealthiest people are growing richer. Growing demand for premium and luxury goods make this a desirable investment opportunity.

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

In this month's infographic we focus on why the weaker pound has failed to turbocharge the UK economy and what governments are doing to boost growth.

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.

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

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

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?

Matthews Asia present a case to take a new dividend approach to Asia and find the next generation of dividend-paying companies in the world’s fastest growing region.

GAM Investments’ Larry Hatheway discusses whether economic activity is likely to remain resilient, what action the Fed may take from here and how this translates into an asset allocation view.

J.P. Morgan present six time-tested strategies for guiding portfolios towards tomorrow’s goals, helping you convey these key messages effectively to your clients.

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.

Despite worries over slowing economic growth, global dividends continue to rise. According to the latest Janus Henderson Global Dividend Index, payouts climbed by 7.8% on a headline basis during the first quarter. What’s more, global dividends look set to have another record year in 2019.

GAM Investment's Larry Hatheway outlines his latest multi-asset views, discussing whether markets are behaving as anticipated this year, what catalysts could change this and what the implications are for asset allocation.

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

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing whether a pullback in markets appears less likely than it did at the turn of the year, the main threats to an improvement in markets and the potential catalyst for investors to re-engage more fully in risk assets.

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

Through a series of charts, Fidelity International track the opportunities in the fast-growing emerging economies as they mature over the next 10 years, the introduction of a new wave of consumers, as well as some of the key environmental challenges that need to be overcome.

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

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.

In this month's infographic Schroders look at the factors dragging on global growth and how much of a slowdown they might cause.

In this issue of Sinology Andy Rothman, Investment Strategist , shares his perspective on China and its economy and reckons that disconnection between the market, on the one hand, and macro and corporate performance, on the other hand, is likely to realign at some point.

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing recent market turbulence and whether the bull market is over; the next policy moves by the Fed and ECB; as well as the upcoming US mid-term elections.

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing what has caused the sharp bifurcation of market performance this year, whether equity markets will be driven by rotation and fresh leadership, and the key risks to markets for the remainder of 2018.

Deputy Fund Manager Jeneiv Shah explores the innovation in this new area of agriculture and how it affects investment opportunities in the sector.

In this month’s infographic Schroders look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.

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.

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they provide their perspective on China’s small companies in the light of China’s new economic structural changes and likely reaction of Asia’s markets in response to the U.S.

In this issue of Sinology Andy Rothman, Investment Strategist, focuses on the health of the largest part of the Chinese economy: domestic demand. He also explains why even a trade war would have only a modest impact on China.

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses what happened to the markets in early February, how significant the spectre of US protectionism will be and whether markets should be worried about rising inflation.

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

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, shares an update on the markets and considers whether current trends might continue in 2018.

Hugh Young, Managing Director of Aberdeen Asia shares his views on opportunities for investors in 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.

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

Karen Ward, Chief Market Strategist for the UK and Europe, from J.P. Morgan Asset Management provides an investment outlook for 2018.

In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, examines the factors behind the most likely scenarios.

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

In this changing world the Emerging markets have also changed over the last 30 years. Here at Aberdeen Asset Management they believe it’s time to change perception about emerging markets.

On 30 May 2017 Janus Capital Group Inc. and Henderson Group plc announced the completion of an all-stock merger of equals to form Janus Henderson Group plc (Janus Henderson).

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from November 2016.

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from October 2016.

Paul Grainger, fixed income manager for Schroders gives his view on the options bond investors have in the current market in which Brexit has come to increase the already high level of uncertainty.

What happened in the global markets during Q2 2016? Click here to read Standard Life Investments' economic analysis.

J.P.Morgan experts assess the post Brexit Q1 earnings season and also consider the weigh Brexit implications will have on the economic and investment fronts.

After the announcement on Friday 24 June 2016 that the UK voted to exit Europe, fund managers published their immediate views on what they thought this meant for the UK and the impact on their funds. Read their reactions here.

Jonathan Brown, UK Equities Fund Manager at Invesco Perpetual shares his views on stock picking UK smaller companies which he believes have the resilience to weather the global storm.

Matthews Asia believes in long-term growth of Asia and is the largest dedicated Asia-only investment specialist in the United States. Matthews Asia funds have recently been added to our guided-architecture products Quantum, Oracle, Paragon and LifePlan. Here they provide their views on investment opportunities that exist in Asia.

Hendersons’ Chris Burvill, Manager of the Henderson Cautious Managed Fund, discusses walking the narrow path between equities and bonds and why multi-asset funds have a core role to play in a volatile market.

Henderson provide a simple explanation about volatility, the importance it plays when selecting funds and why diversification should be considered in order to help spread risk within a clients’ portfolio.

Steven Edgley, Investment Director - Investment Solutions Group, Fidelity, shares his views regarding asset allocation.