Thursday 27th August 2020
Investing to improve lives is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was highlighting seismic moves in society amidst the pandemic and flagging its extensive engagement on governance, meeting 178 companies.
Being caught up in a constant thrum of market activity might be advantageous for some investment teams, Desmond explained, but isn't necessarily for those with...
Sir Isaac Newton was one of the greatest scientists in history; he founded classical mechanics and the law of universal gravitation. For all that, he lost his...
Following-on from the COP26 meeting last November, there has been a tectonic shift towards “green” asset investments to ensure that the (voluntary)...
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
