Weekly outlook: Kingfisher full-year results; UK unemployment and inflation figures
The key events for UK wealth managers for the week starting 22 March
Author: Portfolio Adviser
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Nick Preston: Avoid getting burned in the red hot logistics market
It has been easy to make money in logistics but managers are going to have to start earning their fees
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Coronavirus weekly round-up: Schools re-open on International Women’s Day and ECB speeds up asset purchases
Four investors mull the events shaping portfolios over the past week
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Rory Bateman: How Schroder British Opportunities is capitalising on the UK’s industrial recovery
Recently launched trust’s manager on why industrial and construction businesses are bouncing back
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Charles Younes: Why 2020 was the year active management demonstrated its value
Record 72 managers awarded ‘Alpha’ ratings by FE Investments a year after Covid pandemic decimated markets
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Who funds the world? JPMAM’s top women on opportunities in global markets
To celebrate International Women’s Day, seven JPMAM investors reflect on an eventful year and the current opportunities amid difficult market conditions
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A Shocking Revelation – Capitalism can power positive change
Everyone wants to make a difference in the world, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, Baillie Gifford investment managers Kate Fox and Lee Qian believe a positive investment approach can also be the basis of…
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Matt Beesley: Expansion is the big theme of 2021
Artemis CIO on ballooning earnings multiples, debt and how these create opportunities for active investors
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Bonhill Group titles unite in Campaign for Better Governance
Sounding the call for better governance by – and for – investors
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Coronavirus weekly round-up: Woodford returns, CPI edges up and UK hits 15 million vaccinations milestone
Five investors mull the events shaping portfolios over the past week
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Does more ESG data mean better quality data?
Watch the first of our three-part Sustainable Stories series videos. In 2011, just 20% of S&P 500 companies reported on sustainability. Now more than 85% do so. Has this shift towards more ESG data meant a shift towards higher quality data as well? Natalie Kenway, Editor of ESG Clarity, and Tomomi Shimada, Sustainable Investing Strategist…
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Is ESG compatible with emerging markets?
Watch the second video of our three part Sustainable Stories series. To celebrate the launch of the JPM Emerging Markets Sustainable Equity Fund, Lawrence Gosling, Editorial Director at Bonhill, and Amit Mehta, Portfolio Manager of the new fund, dispel the myth that investors must choose between best-in-class companies and ESG when investing sustainably in emerging…