Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust, highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for the UK equity market.
Recent monetary trends, if sustained, are consistent with inflation rates returning to target by 2024, argues Simon Ward, Economic Adviser.
Mike Kerley, Portfolio Manager of Henderson Far East Income, talks about factors currently affecting the Asian market, notably the regulatory clampdown in China and the divergence in performance between North and Southeast Asian countries. Mike also explores what decarbonisation and the transition towards clean energy might mean for the region.
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
ESG factors are becoming increasingly important in the analysis of EM companies.
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
ESG factors are becoming increasingly important in the analysis of EM companies.
Jay Sivapalan, Head of Australian Fixed Interest, and Dinesh Kuhadas, Credit Analyst, provide a deep-dive on the airport sector’s experience through the pandemic and discuss how research and company engagement help identify rare investment opportunities in turbulent markets.
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
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