Colin Greene of Union Bancaire Privée examines the risks facing the mass market housing sector and concludes that its defensive...
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Roger Merz and Thomas Schaffner of Vontobel Asset Management look at the outlook for active investors in China’s equity markets,...
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David Crawford of Nordea Asset Management UK puts forward a case for engaging with heavy emitters Following intensified governmental regulations and...
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Junichi Takayama from Nikko Asset Management looks at the benefits to investors resulting from Japan’s corporate governance and stewardship codes,...
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Mamdouh Medhat at Dimensional Fund Advisors discusses the findings of a study of 23 US assets over a 93-year period...
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Pádraig Floyd examines the outlook for global equities in an era of volatile global economics, and finds several reasons for...
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Jens Ernberg and Bryn Gostin of Capital Dynamics provide a detailed guide to building an ESG monitoring and screening network...
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Pádraig Floyd discusses how LGPS investment strategies are evolving in response to ESG requirements and expectations The world is constantly changing,...
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Matthew Benkendorf at Vontobel sees the return of quality growth companies with high margins, pricing power, low levels of debt...
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When it comes to ESG investing, engagement is a key way to influence companies. But there is another very effective...