Fewer than a dozen mutual fund managers have an explicit ESG product, according to Z-Ben Advisors.
A sharp ESG profile should be coupled with clear financial performance, according to NN Investment Partners.
Convertible bonds (CBs) have a history of equity-like returns, low correlation to geo-political events and a tendency to do well when interest rates rise, according to Tarek Saber, head of convertible strategies.
FSA compares the Fidelity Global Property Fund and the NN (L) Global Real Estate Fund.
NNIP’s emerging markets debt strategy surprisingly covers a lot of EMs, even extending beyond with overweights in markets such as Mongolia and Ukraine, according to portfolio manager Leo Hu.
Downgrades for Fidelity, Franklin and Investec products and upgrades for two Pimco funds in the firm’s monthly note to clients.
Pimco pinches from down under; Muzinich looks to Asia; NNIP recruits; PBs start to like multi-asset; relocations at Martin Currie; when SWFs become sellers; marketing and CV clichés; and much more!