Charlotte Moore looks at how trustees are now viewing sectors such as energy and defence
China’s size, economic power and maturity set it aside from other emerging countries
Governance and human rights concerns are leading schemes to revaluate portfolios
The pool has completed the restructuring of its Emerging Markets Equity Fund
Attractive valuations and prospects for economic recovery support small-caps
Equities flows YTD remain negative
Juno Capital has distanced itself from former fund manager Neil Woodford, following reports he had taken an advisory role with the firm last week.
The coronavirus outbreak will significantly impact risk assets over the coming "years, rather than months", according to economist and author Anatole Kaletsky, who warned that central bank reactions to the illness could artificially inflate asset prices...
The aggregate defined benefit (DB) funding level worsened in March, hitting its worst level since last August, the Pension Protection Fund (PPF) has said.