President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, said AXA Investment Managers global head of responsible investment Matt Christensen.
Author Archives: Kristen McGachey
Kristen joined Last Word Media and the world of financial journalism in April 2016, leaving behind a career in a legal publishing firm as a senior researcher turned assistant editor.
This native Angelino initially moved to the UK in 2008 to complete her undergraduate studies at the University of Nottingham. She subsequently obtained a Masters degree in Philosophy with Literature from the University of Warwick.
Investors scorn Samsung over suspended Note 7 sales
Shares in the South Korean electronics company fell considerably (7.5%) after the company suspended production of its Galaxy Note 7 smartphone due to persistent safety problems.
EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
Taiwan tech offers long-term opportunity – Hermes
Taiwan is home to a number of disruptive technology companies that Hermes senior investment analyst Kunjal Gala believes are worth a closer look.
Blackrock launches Asia absolute return fund
The firm has launched the Strategic Funds Asia-Pacific Absolute Return Fund, which aims to exploit the region’s “under-appreciated areas of strength”.
Investors piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
EM equities see rapid rise in retail flows
Flows into emerging market funds over the last three months show a big increase, with the notable exception of China-only investments, according to retail investment platform Rplan.
LO believes EM equities set for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, said Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
Nikko in pact with LGIM for cross-border products
Nikko Asset Management and Legal & General Investment Management have inked an agreement to expand Nikko’s product offering in Europe and LGIM’s presence in Japan’s fixed income market.
