Has ESG morphed into a glorified box-ticking exercise?
Impact investing is being touted as an alternative to environmental, social and governance (ESG) strategies which are failing to live up to their ethical hype.
Investment
-
-
Italy least popular European market
Italy has replaced the UK as the least popular market in Europe for fund managers, according to Bank of America Merrill Lynch (BofAML).
-
Developed market worries may be EM entry point: Ashmore
There is a clear opportunity to buy emerging market assets whenever risk averse events are triggered in the developed markets, and current worries over US trade policy and rate hikes could signal the latest entry point, says Ashmore’s Jan Dehn.
-
Commodities poised to finally join the bull market
After a torrid nine years of losing investors money in a raging bull market, commodities could finally start to see a change in fortune.
-
Fund groups lacking dedicated A-share analysts
The inclusion of 226 China A-shares was a hugely symbolic moment for investors in the region but the fund industry has failed to get ahead of the curve with most firms lacking dedicated teams of analysts or products to invest in the asset class.
-
Long-term investment horizon key to reaping biotech returns
The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.
-
How bad news was good for Pictet AM
Pictet Asset Management’s Digital I fund has benefited from the collapse in Facebook’s share price after data scandal and introduction of the General Data Protection Regulation (GDPR).
-
Biotech and pharma: a remedy for turbulent times?
In the decade since the financial crisis, pharmaceuticals, healthcare and bioscience-focused funds have significantly outperformed the MSCI World index.
-
Biotech: trials, tribulations and immunotherapies
The biotechnology sector is on the cusp of potentially revolutionary developments, says disruptive opportunities specialist Wesley Lebeau, but the journey is not without pitfalls.
-
Selectors missed US equities opportunity amid volatility
European fund selectors have been overwhelmingly bullish on absolute return strategy funds as a response to market volatility – but they could have made more returns if they took the risky option of US equities.
-
ECB rate rise unlikely before 2020, says Franklin Templeton
Slowing growth, low inflation and political risk in Italy suggest ECB will extend its asset-buying programme into 2019 and as a result push rate hikes further into the future, says asset manager.
-
Blackrock offers India-focused ETF
Index-linked fund will track Indian equity index providing investors with exposure to fast-growing South Asian country in the face of disruption to market access, asset manager says.