ESG is unavoidable rather than unaffordable

clock • 2 min read

Maintaining one's conviction, and indeed discipline, is an important trait for any investment manager/team. Being prepared to change equally so.

We have owned, and therefore have conviction in, US Treasuries since mid-2018. Likewise gold and other, at that time, out-of-favour assets have served us well since, including another apparent pariah for many asset allocators, commercial property. We like commercial property but via listed closed-ended rather than open-ended vehicles, and we much prefer regional to London/South-East domiciled property. We recognise a hard Brexit brings many challenges, one of which might be the attractiveness of the UK to foreign investors, and, as above, UK Plc might be in for a tougher time, so we a...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read
Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund

Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund

Performance review of multi-asset funds

Paul Ilott, Scopic Research
clock 18 October 2024 • 4 min read
Robeco bolsters multi-asset offering with launch of Flexible Allocation strategy

Robeco bolsters multi-asset offering with launch of Flexible Allocation strategy

Fourth multi-asset strategy

Linus Uhlig
clock 25 September 2024 • 1 min read
Trustpilot