The firm has an ESG validation committee to verify that internal ESG guidelines are followed, according to Jane Ambachtsheer, global head of sustainability.
Category: Video interviews
Video: Legg Mason on ESG investing
A concern around a company’s ESG profile is usually a concern around fundamentals, explains Mary Jane McQuillen, head of ESG at Legg Mason subsidiary Clearbridge Investments.
Video: Alliance Bernstein on ESG investing
Aditya Monappa, senior investment strategist for multi-asset & alternatives, explains how his investment team goes beyond exclusionary ESG investing.
Video: M&G on the European ABS market
European asset-backed securities can offer strong safeguards as well as an income stream, argues Matthew Wardle, portfolio manager.
Video: Capital Group on global fixed income
EM currencies are undervalued, but generally fixed income portfolios are tilted toward defensive positions, said James Blair, fixed income investment director.
Video: Value Partners on Asia equities
Frank Tsui, fund manager for Asia ex-Japan equities, said he’s currently avoiding the materials sector and is underweight south Asia.
Video: TT International on Asian equities
Duncan Robertson, portfolio manager of Asia ex-Japan equities, has gone underweight technology due to the business cycle.
Video: TT International on China equities
China’s A-share companies are courting foreign investors after the recent index inclusion, says Marco Li, manager of the TT China Focus Fund.
Video: Legg Mason on Asia bonds
Despite risks, selected Asian local currency bonds present a value opportunity, according to Wontae Kim, research analyst at Legg Mason affiliate Western Asset Management.
Video: Matthews Asia on Asian equities
Key Asian countries will have elections this year and Rahul Gupta, co-manager of the firm’s Pacific Tiger Strategy, explains how he has positioned the portfolio.
