US asset managers not really getting behind the ESG agenda
Low level of propsals brought by these firms could be giving the impression that it’s not a priority
Analysis
-
-
Don’t forget the ‘S’ and the ‘G’
Environmental funds and infrastructure projects stole the spotlight from social and governance opportunities
-
Tesla boss’ financial woes founded in rising real yields
Is this a sign that European investors should back away from fixed income?
-
What does US return to the Paris Agreement mean for investors?
Lazard AM, Janus Henderson, Goldman Sachs AM and Kempen Capital Management weigh in
-
Rubber stamps discarded as AGM season approaches
Remuneration and climate change-related policy will be under the microscope
-
Is healthcare a defensive play right now?
Bargains may be thin on the ground but there are good opportunities, says one CEO
-
Has Mifid II research unbundling experiment succeeded or failed?
‘Larger fund groups can afford to bring in the analysts they need, but it’s tough for boutiques’
-
What now for Asia’s debt markets?
Chinese property and Thai banks are garnering interest
-
European fund selectors view 2021 with optimistic eyes
Cash allocations expected to drop as investors look to deploy capital
-
Rival Emerging Markets gaining ground on China
Money pulled from sectors that served portfolio managers well last year
-
Are we on the cusp of a commodities super-cycle?
‘The green revolution is very metal-intensive’
-
Is infrastructure just a safe haven for investors right now?
Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues