Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.
Most fund managers or asset owners you may question to about ESG have probably stated that they are a signatory of the UN PRI at the very beginning of the conversation. Most likely, this would be mentioned as evidence of their broader commitment to ESG investing.
Inflation is an age demographic phenomenon; ask anyone with a vintage pre 1980s’ versus the younger set. To a lesser extent is inequality. The case for the former is growing, and notably too the number of investment groups that are discussing the topic. Unlike central bank accommodation and deleveraging post the financial crisis, this time…
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Currencies are the closest cousin to this age cohort in investment markets.
The eye of the beholder More than ever, one considers prospects from the domain within one resides. Locally, we in Victoria naturally have a bleak view compared to the states with few COVID cases. Have a conversation with associates in the US on nearly any topic and inevitably strongly held views are exposed. Opinions on…
Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?
Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election cycles to spew money at any likely voter.
The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is challenging. Although climate change remains a major global issue, rapidly changing economic and financial circumstances induced by COVID-19 have investors focusing more on social issues and societal challenges.
Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging? Korea, Saudi Arabia, Brazil, Indonesia, Czech Republic?
