What could sustainable exit from covid-19 ‘debt trap’ look like?
The effectiveness of monetary policy in an era of low interest rates
Analysis
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Fund Manager Picks – Renewables
Two managers and a senior analyst give their views on the future of investing in sustainable energy
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Viewing value stock potential through a macro lens
What the recent outperformance of value stocks in the wider economic context means
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A look at safe havens
As coronavirus bites many investors may look to shield portfolios by moving into defensive assets
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Oil majors may face point of no return over net-zero carbon
But whether the sector will break away from black gold is unknown
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Will ESG funds surface as the winners of the crisis?
They benefit from deeply-rooted and newly emerging sustainability trends
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Worst may be over but challenges remain
Especially for emerging market countries
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Is India an investment antidote to the coronavirus?
Chinese firms are among the worst hit, but could opportunities arise in another big emerging market?
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Fund buyers get more discerning with ESG picks
Strategies rated by Morningstar as ‘high’ for sustainability see higher inflows
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Is the coronavirus a buying opportunity?
Historical data suggests that epidemics do not impact markets long-term
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Geopolitics to shake Asia bond market
Direction of US-China relations will drive volatility
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How can private equity funds deliver resilience?
Small and mid-caps outperform due to lower correlation to public markets