Part two of a look at the hype surrounding the ESG theme finds that there are sound reasons to be skeptical about claims that ESG investments outperform the general market.
Category: Asset Class in Focus
BNPP WM: HNWI clients should allocate to alts
Valuations of traditional asset classes have become expensive, and diversifying with alternative assets can still be done relatively cheap, according to industry sources.
Sector ETFs have highest tracking errors
Specialised single-sector ETFs such as commodity, technology and financials have, on average, the highest tracking errors, FSA’s analysis shows.
UBS WM stays with risk, for now
A slow, synchronised global recovery is providing a supportive backdrop for risk assets and driving discretionary portfolio performance, said Stefan Lecher, managing director and head of IPS client portfolio management for APAC at UBS Wealth Management.
OMGI: Now is not the time to chase returns
High equity valuations are a reason for return-seeking investors to instead consider a risk-based approach to investing, according to Anthony Gillham, London-based co-investment director for Old Mutual Global Investors’ multi-asset unit.
The next steps for the world’s central banks
With signs of a further steady pick-up in global economic activity, we consider the next steps of the world’s central banks and what this means for fixed income investors over the coming months and years.
Q&A: The risk and reward of European small cap investing
Small cap equities had five fold returns over the last 16 years, far ahead of large cap performance, according to Andrew Paisley, manager of Standard Life Investments European Smaller Companies Fund.
Matthews Asia: Why Asian high-yield debt could shine
Selective opportunities in Asian high-yield could deliver attractive risk-adjusted returns, even amid rising US interest rates, argues Teresa Kong, portfolio manager at Matthews Asia.
NNIP: EM momentum to continue
EM debt should perform well despite rising US bond yields and a stronger dollar, argues Marcelo Assalin, head of emerging market debt at NN Investment Partners.
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
