The M&G Episode Macro strategy eschews the forecast-based approach of most macro funds but managed to shine still in what was a strong year for the sector.
Category: Partner Content
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
For years, fixed income trailed equities in environmental, social and governance (ESG) investing. But things are changing fast; of the €16.1bn ($16.6bn) that’s flowed into Europe-domiciled fixed income ETFs over 2022-to-date, ESG funds collected €13.6bn, attracting 84% of bond fund inflows.
Dynamism is the name of the game for this global macro strategy
Reacting to the market as opposed to trying to predict its trajectory is a key tenet of M&G’s Episode Macro strategy.
How ETFs offer an active way to drive sustainable returns
Among various ways for investors to meet ESG goals and derive sustainable returns, ETFs offer a cost effective, transparent and highly-liquid solution – and one which is much more active in engaging target companies than the traditionally “passive” label implies.
Sustainable Investing in Changing Market Conditions
As the themes associated with ESG take centre stage across the globe, investors are demanding discernible and measurable impacts from asset managers, explains Natixis Investment Managers (Natixis IM).
Despite headwinds, ESG continues to perform
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator.
Who’s afraid of higher interest rates?
Investors should remain flexible and seek income from a variety of sources amid an outlook of higher inflation and tighter monetary policy.
Nuveen broadens income sources via private capital and real assets
The focus on real assets and private capital is sharpening as investors seek diversification, protection from inflation and more competitive total returns. This final article in a series from Nuveen on the appetite for alternatives explores the potential for greater allocations in high net worth investors (HNWIs) portfolios as access and understanding improves.
How can a sustainable approach also ensure you don’t compromise performance?
A sustainable equities strategy will stand out in an increasingly crowded landscape if it can generate alpha. To achieve this requires a process that identifies the three key characteristics of durability, sustainability and adaptability in a company, says Neuberger Berman.
Investors turn to real estate for alternative income
Macro and market dynamics are creating a compelling case for greater real estate exposure in private client portfolios in Asia Pacific. This is the second of three articles from Nuveen exploring the appetite for alternatives and highlights new and innovative opportunities for the region’s high net worth investors (HNWIs) in a well-understood asset class.
