LGIM’s Howie Li outlines the technologies that will offer the greatest growth potential during the climate transition
PIMCO’s Alfred Murata on the balancing act facing today’s fixed income investors
We asked BlueBay’s Tom Moulds, senior portfolio manager, how he identifies investments for BlueBay’s new impact-aligned debt strategy
In Kempen’s white paper on making sense of ESG data in real assets we argue that bottom-up investment skills, an active approach and taking a holistic view of a company’s activities are vital to contribute to solve the climate crisis.
Markets are at an ‘ESG inflection point’, offering opportunities for investors, says LGIM CIO Sonja Laud
BlueBay’s My-Linh Ngo, and Tom Moulds explain how they defined their new ‘impact aligned’ debt strategy around global challenges and the ‘sunrise’ industries tackling them
We are optimistic about economic growth in 2022. We expect strong growth in the US, the eurozone and Japan, but China will lag. Many countries have not yet recovered from the coronavirus pandemic. Yet corona continues to play a significant role.