What does US return to the Paris Agreement mean for investors?
Lazard AM, Janus Henderson, Goldman Sachs AM and Kempen Capital Management weigh in
ESG
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Rubber stamps discarded as AGM season approaches
Remuneration and climate change-related policy will be under the microscope
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Sounding the call for better governance by – and for – investors
In light of recent events, there has surely never been a better time to focus on the often-overlooked ‘G’ of ESG
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Manulife IM rolls out sustainable Asia bond fund to Europe
It plus two other funds are available in the UK, Germany and Italy with Switzerland expected to follow shortly
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Six ways to capitalise on post-Covid property trends
‘A cookie-cutter approach to real estate development, ownership and management will no longer work’
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Are we on the cusp of a commodities super-cycle?
‘The green revolution is very metal-intensive’
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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
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Nordea to soft close climate fund
Its Global Climate and Environment Fund saw assets soar 500% in two years
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China returns from the cold
But delivering growth last year does not diminish lack of ESG and threat of US market shutout
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Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice
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Is 2021 the year of European equities?
‘Seemingly infinite central bank liquidity is supporting the optimistic and risk-on sentiment’ says one portfolio manager
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Will SFDR be meaningful and not a confusing productivity drain?
It did not have an auspicious start and even after a rewrite the rules may prove excessively prescriptive