Fixed Income
Climate change – expect an increase in catastrophes and insured losses
Pricing risk in highly insured zones will benefit emerging markets, says Twelve Capital’s Urs Ramseier.
Meredith BoothMay 6, 2021
Meredith Booth
Equities
The next game of equity investment in a post-Covid world
Cricket fans may recognise the analogy of equity investing as changing from a “fast bowler’s dream to a drawn-out spinner’s pitch” as the complexities of a post Covid world dominate strategies, says Pendal’s Crispin Murray.
Meredith BoothMay 5, 2021
Investment Strategy
Climate risk now manifesting as poor performance for investors
ESG is not a label to make investors and super members feel good but a part of a quality investment decision, says Newton Investment Management’s Andrew Parry.
Meredith BoothMay 5, 2021
Alternatives
Cryptocurrencies offer ‘significant’ positives as a defensive asset: Pendal’s Gor
Institutions look to cryptos as bonds lose their effectiveness as part of a defensive strategy, Pendal Group's Vimal Gor explains.
Meredith BoothApril 6, 2021
Fixed Income
Fixed income investors adapt to ‘new rules’ set by Central Banks
Moves by central banks have changed the risk and reward outlook for credit investors, fixed income experts.
Meredith BoothApril 6, 2021
Credit
Rapid fiscal response to pandemic underpins CLO market
Collateralised Loan Obligations (CLOs) are battle-tested and performing well with demand set to grow, says Loomis Sayles portfolio manager John Bell.
Meredith BoothApril 6, 2021
ESG
Myer Foundation ESG portfolio alignment 90pc complete
The Myer retail-turned-philanthropy family is actively choosing environmental, social and good governance investments to drive its performance, a process it began two years ago, Martyn Myer explains.
Meredith BoothJanuary 11, 2021
ESG
Sustainability, governance and financial performance get in lockstep
FTSE Russell's Helena Fung talks about how climate change and pandemic factors have brought ESG investments into the spotlight this year in an extended interview.
Meredith BoothDecember 16, 2020