Recent growth in ESG fund assets under management shows that people are convinced of the necessity and value of investing sustainably. This commitment will come with significantly higher expectations on the part of investors.
A roadmap for the years ahead: Introducing our investable themes
To help investors navigate today’s drastically different world, we’ve identified three overarching themes: a resurgent China, persistently low yields, and the drive to live and invest more sustainably. We’re using our expertise and insights to explain why these themes represent some of the biggest opportunities and risks for portfolios – and what investors can do.
Despite the coronavirus pandemic and ensuing global slowdown, 2020 was a watershed year for China in many ways. William Russell, Global Head of Product Specialists Equity, explains how China is delivering on its long-term strategy and what opportunities this can provide for investors.
Asian high-yield bonds look increasingly attractive
In the world of fixed income, Asia can offer more income potential and relative value than many other regions. This should be particularly helpful to investors today, given historically low interest rates and concerns over high valuations.