How can investors incorporate impact into their portfolio?
Watch the second of three highlight videos from the Wellington Management Roundtable on impact investing in fixed income below.
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What does impact investing really mean?
Watch the first of three highlight videos from the Wellington Management Roundtable on impact investing in fixed income.
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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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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…
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Negative exclusion or positive change for ESG in emerging markets?
In the third video of our three part Sustainable Stories series we take a closer look at the JPM Emerging Markets Sustainable Equity Fund and how the team define sustainability as part of their internal research framework. Lawrence Gosling, Editorial Director at Bonhill, and Amit Mehta, Portfolio Manager of the new fund, discuss the fund’s…
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Scottish Mortgage – Invest in Progress
Join the joint managers of Scottish Mortgage Investment Trust as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Capital at risk.
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There’s no such thing as ‘the’ ESG portfolio
When asked to define what makes a portfolio ESG, most investors would give a different answer. If views on ESG are so unique then ESG managers should look across different asset classes to build fully sustainable portfolios. With a team of 10 ESG analysts, Mirova choose not only to screen out companies with a negative…
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European equities: the asset class investors love to hate
Investors have long been showing reluctance towards European equities, and recent events in the region are only exacerbating this sentiment. However, this does not apply to everyone – some recognise the potential of the asset class, including Carmignac’s head of European equities Mark Denham, who sees the opportunities in this unloved geography
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Europe: Don’t judge a book by its cover
3 minutes with Mark Denham, Head of European Equities at Carmignac
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Restricted area – the encroaching politicisation of central banks
With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.
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Vodafone – canary in the coal mine
Vodafone, one of the most important and popular income stocks in the UK, is to cut its dividend by 40% as a result of high-debt levels and the costly effect of 5G rollout.
