28 June 2020 The expansion of ESG investing indicates that some fund managers are beginning to give additional attention to environmental, social and governance factors in the selection of company investments. Furthermore, they are using their financial clout to encourage corporate decision-makers to prioritise climate change in their business strategies. Unfortunately, however, ESG remains a [...]
17 April 2020 We have all seen the evidence that investors have deserted Emerging Markets in the wake of the Covid-19 pandemic. Indeed, the following Chart illustrates the liquidation of EM assets has been considerably larger than in past episodes, including the Global Financial Crisis (GFC). As a result, the following Chart illustrates that EM [...]
9 January 2018 One of my New Year's resolutions was to broaden the types of content offered on this site to make life easier and more stimulating for investors and subscribers. In this spirit, you are invited to listen to our first podcast. This broadcast summarises a blog published in December outlining key investment themes [...]