The FSA Spy market buzz – 3 May 2024
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
McDermott does not pick a winner between the two, noting instead that both are “excellent strategies” in a fast-growing segment of the market.
“The high conviction nature of both is backed by two strong support teams and, ultimately, performance,” he said.
“I’d say they Pictet fund has a wider approach to environmental investing, which may suit those making their first move into this space. However, the Ninety One fund’s focus on CO2 emissions is clearly going to see its investment universe grow in the future, with exposure to emerging markets likely to give it further scope for great long-term returns.”
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
Part of the Mark Allen Group.