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.
Category: Asset managers
Asia grasps the ESG baton
Demand for ESG strategies is reaching critical mass among mainstream investors, according to Natixis Investment Managers.
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.
The multi-asset alternative
Low fixed income yields are forcing multi-asset funds to explore different strategies.
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.
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.
Will stay-at-home stocks still be relevant in a post-Covid world?
Valuations have also become expensive.
