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.
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.
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.
Incremental yield from emerging market equities
Several converging market dynamics suggest now is a good time for investors to increase exposure to emerging market (EM) equities, according to GAM Investments.
Net-zero goal opens new investment routes in China
Widespread efforts to tackle climate change offer unprecedented investment opportunities amid five key themes based on China’s 14th Five-year Plan, says DWS.
Ten themes to watch for equity portfolios
Emerging Asia, healthcare and the environment are included in Schroders’ top stock themes for the rest of 2021 and beyond.
Asian equities to ride post-Covid recovery
Regional stocks still have solid upside potential in key sectors as markets and economies emerge from the pandemic, according to a wealth management firm.
Three themes to drive sustainable bond investing in Asia
Climate change, corporate governance and an ageing population are the most appealing sustainability themes in Asia for fixed income investors, according to Manulife Investment Management.
ESG 2.0 offers route to untapped alpha
Investors should apply ESG analysis to identify long-term structural growth opportunities and returns, especially in Asia, according to Matthews Asia.
