Oscar Yang, research analyst and portfolio manager at Impax Asset Management. discusses the firm’s water equity portfolio, which uses an ESG screen to invest in the equities of water companies.
Category: Video interviews
Video: Hermes IM on ESG investing
Lewis Grant, director and senior portfolio manager at Hermes Investment Management, answers three questions about his approach to ESG investing.
Video: BNY Mellon on multi-asset investing
In 2018, the base case scenario does not include a continuance of global synchronised growth, argues Brendan Mulhern, global strategist on the real return team at BNY Mellon Investment Management.
Video: BNP Paribas Asset Management on EM bonds
The single biggest risk to EM debt is currently not priced into the market, says Karan Talwar, emerging markets fixed income investment specialist at BNP Paribas Asset Management.
Video: Eastspring Investments on Asia’s small caps
Fast growth for small caps in India and China is buoyed by high GDP growth and structural reforms, explains Krishna Kumar, portfolio manager at Eastspring Investments.
Video: Neuberger Berman on fixed income
High yield can absorb volatility from higher interest rates, explains Adam Grotzinger, senior vice president and client portfolio manager in fixed income at Neuberger Berman.
Video: Aberdeen Standard Investments on small caps
What is a better indication that small caps have conditions for growth than Fed watching? Ross McSkimming, investment director of equities at Aberdeen Standard Investments, answers that and other small cap questions.
Video: M&G Investments on EM debt
Default rates in US high yield were higher during crisis points than emerging market high yield, according to Pierre Chartres, investment director of retail fixed income for M&G Investments.
Video: Aberdeen Standard Investments on European small caps
Dale MacLennan, investment director for equities, says in the small cap world, higher risk does not equal higher return.
Video: Janus Henderson on healthcare equities
Adam Johnson, senior product specialist, explains the potential pitfalls when investing in the healthcare sector.
