Those looking to outsmart inflation might want to avoid this volatile asset class.
Author Archives: David Burrows
Dynamics driving Japanese equities
Unlike in other developed markets, inflation remains muted at 1.2%
Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies.
Why the big tech rout is not over yet
But there is a difference between growth-at-any price tech and growth tech at a reasonable price.
Impact of grassroot ESG movements
ESG investment professionals say regulation will also be key.
Sharp uptick in social bonds a blip or a trend?
The pandemic has prompted a surge in social bond issuance.
Are asset managers dropping the ball on ESG?
By not aligning portfolios with a net zero objective, managers risk getting out of step with policy makers.
Low-carbon transition impact on passive funds
The shift towards a low-carbon economy will be faster than many investors expect.
Asia’s mixed ESG performance
While attention focuses on human rights issues, there are environmental and governance improvements in the region.
US managers not really getting behind the ESG agenda
Signatories of the UN-supported Principles for Responsible Investment initiative have unfortunately not made a tangible difference.