The equity or the bond market: which is right?
Central banks are primed for far more intervention when it comes to policy, liquidity and QE. J.P. Morgan Asset Management chief market strategist Karen Ward discusses the impact on equity and bond pricing.
More than a label – RWC Sustainable Convertibles Fund
Justin Craib-Cox CFA, Portfolio Manager, RWC Partners discusses a range of topics with Mark Colegate - including why Tesla wouldn't make the cut in their portfolio, how he sees sustainability as a journey & how their style of investment differs from green bonds. The information contained within the video is for illustrative purposes only, and Is not intended to be, and should not be interpreted as recommendations or advice.
Europe still able to punch at its weight
In this update from the World Economic Forum, Mark Colegate reflects on Angela Merkel’s talk at the conference. Key points covered include; current global considerations, the future of Europe, and how Germany has room to improve in both the digital space and sustainability.
Long-term view of the insurance market
We were joined by Carl Hess, Head of Investment, Risk and Reinsurance at Willis Towers Watson, to discuss the major risks and potential rewards within the insurance industry in 2019. Also considered are the major themes emerging from the World Economic Forum so far, including infrastructure and sustainability.
Institutional Carbon Efficiency: Japan’s GPIF Looks to S&P DJI to Achieve Green Objectives
Institutional investors, including Japan’s GPIF, are increasingly integrating ESG into their strategies. S&P DJI's Hannah Skeates and Andrew Innes are joined by Trucost’s Neil McIndoe to talk about how the innovative S&P Carbon Efficient Indices are being used as institutional portfolio building blocks.