Equities set for golden Olympic summer
‘Governments seem to focus more on reviving economies and people’s spirits, after a depressing spring’
Robeco
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Which asset classes will shine in a world living with covid?
Healthcare looks like a good bet – but maybe not in the way you would expect
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What does low-carbon transition mean for passive?
And are backwards looking quant models set to become obsolete?
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Commodities gain ground as ESG advances
Metals will play a key role in building green infrastructure
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Is Asia on the backfoot when it comes to ESG?
‘Suppression of ethnic groups such as the Uyghurs, Tibetans and Mongols has attracted considerable international attention’
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SFDR gives clients the right tools to ask tough questions
But ‘its debut has been 50 shades of green rather than the holy grail that some had hoped for’
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Longer-term outlook for value is attractive, says Robeco
‘In our opinion, the diversification benefit of allocating to value is reason enough to consider it in your portfolio’
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‘Unsustainable’ firms still attracting cash
Is there any way to turn off the tap?
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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
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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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Vaccinations and markets to move in tandem?
Inoculation rates to be best ‘barometer of equity market sentiment’ – but concerns over patchy progress
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Investment firms eye up silver and 5G
But European recovery expected to lag emerging market and US rebound