ESG-focused investing has evolved beyond exclusion and across asset classes, opening the door for multi-asset strategies to incorporate ESG analysis, according to M&G Investments.
Category: Asset Class in Focus
Watch governance with small caps, says ASI
European small-caps tend to outperform large caps, but governance needs close watch, according to Andrew Paisley, Edinburgh-based investment director for European smaller companies at Aberdeen Standard Investments.
Bosera/ASI to launch EM bond fund
China’s Bosera and Aberdeen Standard Investments have filed an application to sell an emerging market bond fund under the Mutual Recognition of Funds (MRF) scheme.
Focus on US regional banks, says Manulife AM
Easing regulations for smaller lenders and M&A activities will drive US regional bank equities, argues Ryan Lentell, Boston-based portfolio manager at Manulife Asset Management.
BMO Global aims at wholesale market
In Hong Kong, the Canadian firm recently launched an actively-managed balanced fund that invests in ETFs, as management sets its sights on the wholesale market.
China reversal hits entire category
All 100-plus funds in the SFC-registered China equity category are negative year-to-date, according to FE data.
Is India the better bet in Asia equities?
First State Stewart’s Alistair Thompson explains why Asia’s best opportunities do not include the standard regional heavyweights such as Alibaba, Tencent or Samsung.
UNPRI to crackdown on pretenders
UNPRI signatories will now be vetted to ensure they are genuinely implementing the ESG-focused principles, rather than just signing up for marketing purposes.
J Safra Sarasin sticks with US equities
The bank believes US company earnings will continue to grow despite the record length of the S&P’s bull run, according to Jan Amrit Poser, the bank’s chief strategist and head of sustainability.
Diversifying with multi-asset in changing times
Changes in the dynamic between bonds and equities seen for the last 20 years, where they tended to respond to important news by moving in opposing directions, have an impact on traditional multi-asset strategies.
