Expert Investor launches ESG site
Expert Investor has launched a website showcasing its inaugural ESG Congress in Berlin which brought together top fund selectors who discussed the challenges and the importance of the sector.
tom@ybc.tv
-
-
Gold lining for natural resources funds
Commodity-related investments delivered mixed results in 2017, failing to match the gains achieved in 2016. Morningstar analyst Fatima Khizou looks at which funds stand out in a sector that has some very experienced managers.
-
The areas to avoid in European equities
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
-
Expert Investor Sweden Photo Gallery
Here is a slideshow of photos taken at Expert Investor Sweden, held in Stockholm on 11 October 2017.
-
OPINION: The case for Italian government bonds
Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.
-
OPINION: Uncertainty abounds for Brexit Britain
Britons stunned the world on the 23rd of June 2016 by voting to leave the European Union after 43 years of mostly troubled marriage. However, freedom comes at a price. Robeco’s chief economist Léon Cornelissen assesses the likely impact of Brexit on the UK economy.
-
UK equity income investors on alert as dividend cover plummets
UK income investors are on alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
-
UK asset managers fear poor Brexit deal
Most UK fund managers fear the government has no idea what the asset management industry needs from Brexit to secure a good deal, according to research by consultancy MJ Hudson.
-
Indian bonds – a unique opportunity
India combines the G-20’s fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India’s economic awakening, argues Aberdeen AM’s David Lloyd-Nolan.
-
The robotics revolution is taking shape
AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
-
The attraction of emerging markets
There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM’s Kevin Barker.
-
How to select the best cash cows
Didier Rabattu, Head of Equities at Lombard Odier IM, explains what aspects he takes into account when looking for the best cash-generating companies.