Effective ESG integration in credit investing will come from a blend of fundamental analysis, issuer engagement and portfolio construction, according to T. Rowe Price.
Author Archives: Andrew Crooke
As a business journalist and editor for over 20 years, Andrew has far-reaching experience across financial services. For the majority of this time, he has run online content, publications, events and bespoke projects across Asia Pacific & the Middle East – both for large publishing houses as well as family-run, entrepreneurial firms. Andrew has also written two books focused on the private banking and wealth management sector - "How to Prosper in the New World of Asian Wealth Management: A Best Practice Guide", and "Winning Relationships in Asian Wealth. Connect with him on LinkedIn here.
Investors treading more direct ESG path in Asia
Governments, companies and investors across Asia are pursuing sustainability more consistently. But more still needs to be done, according to speakers during a Calastone webinar.
Chinese family businesses stress sustainability
Research from PwC highlights the growing importance to Mainland Chinese families of ensuring ESG factors are at the core of business activities – with a four-step plan to help achieve this goal.
Fixed income portfolios eye credit to fill yield gap
The current stage of the economic cycle offers support for credit that can help fixed income investors meet return targets, according to panelists at FSA’s ‘Spotlight On: Fixed Income’ event.
Home-grown Chinese brands offer long-term equity plays
National pride and China’s dual circulation policy bode well for the auto sector, as well as for consumer brands such as sportswear, cosmetics, skincare and infant milk formula, says Credit Suisse.
Green bonds to spur Hong Kong sustainability agenda
Following record issuance of green bonds in Hong Kong in 2020, these instruments are set to play an increasingly important role in the government’s sustainable finance goals going forward.
ESG consistency and commitment set funds apart
Morningstar has identified key traits that make fund houses stand out for ESG credentials, as part of new evaluations about ESG factors in investment processes.
Transition tilt to offer alpha for climate investors
Beyond mere exclusion, investors should focus on those companies well-placed to transition to a lower-carbon world and offering goods and services for climate change mitigation, says Aviva Investors.
Speculation over Spacs requires cautious stance
Longer term investors need to be patient as the market for Special Purpose Acquisition Companies (Spacs) undergoes much-needed maturity, believes Amundi Asset Management.
Pressure mounts to penalise non-sustainable bond issuers
Fixed income investors in Asia should avoid non ESG-compliant issuers amid efforts to drive a more sustainable future, agreed speakers on a panel as part of FSA’s “Spotlight On: Fixed Income” series.
