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Jurassic risk and the chomping of the traditional balanced portfolio

March 31, 2021

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. And with it a monumental risk—bonds and equities falling in tandem.

Investors’ great fear

Next-gen entrepreneur Adiraj Gupta on impact investing in humanity

February 8, 2021

Adiraj Gupta has channelled his passions for social entrepreneurship and global finance to co-found Impact Launchpad, a new startup incubator with $100 billion ambitions for impact investments.

Adiraj Gupta has channelled his passions for social entrepreneurship and global finance to co-found Impact Launchpad, a new startup incubator with $100 billion ambitions for impact investments.

Why active ownership is here to stay

January 18, 2021

Active ownership, or proxy and engagement, has experienced a growing role in investment practices in recent years. As the light continues to shine on the importance of responsible investing and the integration of environmental, social and governance (ESG) considerations, asset owners have a responsibility to better understand both the risk factors and potential return associated with the ownership of a company they invest in.

Active ownership, or proxy and engagement, has experienced a growing role in investment practices in recent years. As the light continues to shine on the importance of responsible investing and the integration of environmental, social and governance (ESG) considerations, asset owners have a responsibility to better understand the risk factors and potential return associated with the ownership of a company they invest in.

The Russell Investments ESG Manager Survey 2020: Turning up the volume

November 25, 2020

The Russell Investments annual ESG Manager Survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firm wide policies, use of data, engagement and integration.

The survey was conducted from 26 May to 17 July, with the results published 6 October, 2020.

Have environmental, social and governance factors increased or decreased in importance?

Remind me why you own bonds

November 18, 2020

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

In particular, we believe that conventional bonds will provide neither acceptable returns in good times, nor much protection in a downturn.

You can’t tax your way out of this: Chancellor Sunak will need a Plan B

October 21, 2020

The coronavirus pandemic has hit public finances like a war. Across the world governments have scrambled to offset the economic and social impact of the virus. Huge, and necessary, rises in public spending have pushed government deficits to levels not seen since the two world wars of the 20th century.

The numbers are enormous: UK government debt now tops £2 trillion (1). whilst the US owes an eye watering $26 trillion (2). The picture is similar across Europe with many other countries also seeing debt/GDP ratios rising to over 100% (3).

The aftershocks of the Covid-19 earthquake

May 14, 2020

After closing one of the worst quarters ever for equity markets, Q2 started on a high note, with indices (S&P 500 and Euro Stoxx 600) recovering markedly from the bottom hit during the previous month. According to Amundi Asset Management, there is clearly a battle between bull and bear forces taking place.

FB Roundup: H&M, Louis Dreyfus Company and LVMH

January 31, 2020

Principal makes way for next gen succession at H&M, Louis Dreyfus Company heiress open to selling stake and Hong Kong headwinds hit LVMH.

Principal makes way for next gen succession at H&M

The billionaire Persson family principal of Sweden’s Hennes & Mauritz has called for his son to succeed him as chairman as the $1.7 billion fast fashion family business welcomes its first female chief executive in its 73-year history.

Wallenberg family issues green bonds and targets for Electrolux

March 26, 2019

The Swedish family controlled appliance giant Electrolux is setting the benchmark on sustainability with its launch of green bonds this week and ambitious renewable targets on track for 2020.

The Swedish family controlled appliance giant Electrolux is setting the benchmark on sustainability with its launch of green bonds this week and ambitious renewable targets on track for 2020.

The world’s fifth largest consumer goods manufacturer issued the first bond loan within its green bond framework, raising SEK 1 billion ($108.4 million) to fund investments and other projects with environmental benefits.