Jupiter’s Naylor-Leyland: ‘Precious metal speculators got it wrong all at once’
The rally in precious metals had relatively little to do with central banks, says Jupiter’s Ned Naylor-Leyland.
ESG
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Nordea AM gains Pathfinder mandate
NAM will act as sub-investment manager for Pathfinder’s Responsible Investment fund and Global Water fund.
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‘A short-term hit for long-term benefit’: How these ESG managers justify investing in AI
Managers from Rathbones and RLAM explain how they navigate the energy challenges of investing in tech.
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From insight to income: Barings’ global credit advantage
An era of narrow spreads and rising dispersion requires global flexibility, rigorous underwriting, unique origination and integrated insights across public and private debt.
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AllianzGI to clamp down on executive remuneration and non-independent chairs
Allianz Global Investors has announced new rules for its global proxy voting policies in 2026.
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Five themes for sustainable investment in 2026
Investors focused on stewardship, adaptation, AI, and whether we have reached peak anti-ESG.
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Asian funds adopt green investment practices, but discreetly: Report
The vast majority of Asian funds prefer to discreetly adopt green practices to avoid burdensome scrutiny, a report from law firm Morrison Foerster found.
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Study finds ESG resilience among Apac investors
Energy transition, nature-related issues and artificial intelligence (AI) are prominent investment themes, according to the Capital Group study.
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Global sustainable fund flows rebound to $5bn in Q2
Compared with $11.8bn being pulled from sustainable funds in the first quarter.
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BNP Paribas WM: Apac family offices ahead in succession planning
There is a focus on family harmony, tech investments and responsible investing in the region, according to a report by BNP Paribas Wealth Management and Campden Wealth.
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PGIM launches UCITS version of Better Future ETF
It will be managed by Mark Baribeau and Rebecca Irwin, who run the $1bn Global Equity Opportunities fund together.
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Stewart Investors: Sustainability goes hand-in-hand with long-term investing
Sustainability is difficult to reconcile with short-term investing, according to Rob Harley, senior portfolio manager at Stewart Investors.
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The FSA Spy market buzz – 28 February 2025
Invesco’s oil bet; Star fund manager dangers; Federated Hermes is thinking biodiversity; BlackRock is worrying about the world; Janus Henderson on Nvidia; Fear and Greed; Bitcoin woes and much more.
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Calastone: Asia bond inflows tripled in 2024
In contrast, equity and ESG strategies suffered significant outflows.
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Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
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MSCI appoints Richard Mattison as head of ESG and climate
Mattison left his position at S&P Global earlier this year.
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The FSA Spy market buzz – 25 October 2024
Hong Kong ETF in the Arabian dunes, AllianzGI weighs its options, Morningstar’s ESG fund gloom, The appeal of Brics, The Economist’s contrarian dollar, Nvidia and Tesla and much more.