As the economic consequences of COVID-19 continue to bite, many employers are making difficult decisions in relation to the size and shape of their workforce. At the same time, job prospects for those who find themselves unemployed are bleak – many older...
Understanding investments increases people’s engagement with their savings, says Newton’s Catherine Gill
Chris Wagstaff, Head of Pensions and Investment Education at Columbia Threadneedle Investments provides insight into how asset owners and asset managers should be responding to climate change.
The Covid-19 shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
Stuart Hitchcock, Calum Macphail and Amie Stow of LGIM discuss opportunities for investors in private funding, filling a gap left by the decline in bank lending
Newton’s Catherine Doyle explains why a further reduction in the defined contribution charge cap could be detrimental to members’ outcomes
MFS’s James Lindsay explains the opportunity and challenges in high yield
Manuela Sperandeo of iShares explains the advantages of sustainable indexing
In the wake of severe credit-market dislocations earlier this year, Wellington Management’s Mahmoud El-Shaer shares his thoughts on the growing importance of credit research in a still-uncertain environment.
Is this health crisis turned economic shock the ESG inflection point that markets needed? In this Q&A, we discuss the outlook for ESG and PIMCO’s approach to sustainable investing.
In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.
High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.
Two big themes are preoccupying investors right now: risk and recovery. Here Alastair Greenlees, senior investment strategist at Kempen, gives us the latest update on the economic impact of the Coronavirus. In it he argues that while short term fluctuations can be concerning, it’s important to keep an eye on the longer-term.
In this paper, the Eaton Vance Multi-Asset Credit team looks at how recent price dislocations have affected the outlook for longer-term value across credit markets.
QMA’s Global Multi-Asset Solutions Group shares their ten-year capital market assumptions for the fourth quarter of 2019.
In our 2019 Real Asset Study, we spoke to 500 investment decision-makers across Europe, representing over €600 billion in assets under management. One undeniable trend highlighted in the study is the growing influence of environmental, social and governance...
Why we believe that actively engaging with companies can lead to better investment outcomes.
ESG (environmental, social, governance) investing has evolved considerably over the last two decades, from simple stock-exclusion strategies to more specialized thematic, engagement and impact-oriented solutions. Despite this strategic evolution, we believe...