Responsible investing can lead to outperformance
Investing in companies that have strong sustainability credentials can deliver alpha, says BMO Asset Management’s Nick Henderson.
Investing in companies that have strong sustainability credentials can deliver alpha, says BMO Asset Management’s Nick Henderson.
Right now is a fantastic time to invest in North American companies that have ESG integration at the heart of their strategy, says BMO GAM’s Jamie Jenkins, head of global ESG equities.
Donald Trump is a huge source of uncertainty for investors. But the US equity market is still trading close to record highs. What’s the chance we will see a market correction in the next three months?
Low volatility stocks lose their defensive characteristics when rates go up and markets are under stress, fund managers told the audience at Expert Investor Norway last week. Is this a risk which could seriously unsettle markets, after the huge inflows into low volatility strategies in the past years?
We found fund buyers in Munich in an extremely buoyant mood at Expert Investor Germany last week. They expect markets to continue their upward trend for the rest of the year and firmly brush aside any worries about a new market correction.