The shift towards a low-carbon economy will be faster than many investors expect.
Category: Industry views
Ways to re-engage with energy transition
Themes such as clean energy generation, transmission and distribution, energy storage, energy efficiency and clean mobility offer strong growth prospects for investors, says Schroders.
Emerging markets face headwinds
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.
Capturing Asian alpha
The region’s comparatively early economic recovery from Covid-19 offers pockets of opportunity for investors, says UBS Asset Management (UBS AM).
New data sources offer untapped ESG insights for EM
Investors in emerging markets (EM) should apply artificial intelligence (AI) to unstructured data for better ESG analysis, says a report from Amundi and the International Finance Corporation (IFC).
Improving dividend picture fails to boost equity income sector
The long-term underperformance of global equity income funds is significant.
Growth ambitions shape Asia’s ESG future
As the momentum of sustainable investing in Asia quickens, the global objectives of local companies will influence the role of ESG in the future, according to Deutsche Bank International Private Bank (IPB).
Quality counts for investors in Chinese stocks
Despite regulatory and geopolitical headwinds, investors should focus on fundamentals and target industry leaders in key sectors set to seize on the volatility, says Aberdeen Standard Investments.
New era of innovation drives thematic tilts
The acceleration of various trends amid Covid-19 enables investors to exploit tech-led progress within certain areas of healthcare, manufacturing and lifestyle, among other sectors, says Schroders.
Three steps to make ESG matter in Asian credit
Effective ESG integration in credit investing will come from a blend of fundamental analysis, issuer engagement and portfolio construction, according to T. Rowe Price.
