Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, highlights key sustainable news stories for the third quarter of 2020.
Global Sustainable Equity: news and opportunities (October 2020)
Euroland money trends normalising
Money trends continue to give a reassuring message for Euroland economic prospects but US growth is likely to be much stronger in 2021, argues Simon Ward.
Anatomy of a good company: Delivery Hero
Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the German takeaway food delivery company Delivery Hero.
Equity Markets Price In Uncontested Election
U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Fixed Income Perspectives: Can the V-shaped recovery last?
Global Head of Fixed Income Jim Cielinski discusses the economic recovery, the diminishing returns on – but still pivotal role of – monetary policy, average inflation targeting and corporate balance sheets.
Invested in connecting fixed income forum
Thank you to everyone who joined us for our Invested in Connecting Fixed Income Forum. Our investment teams analysed dominant themes we see across global markets, ESG and its importance in the investment process. They also explained how they expect to position their portfolios for the year ahead.
The platform for you to access any of the live and pre-recorded content will remain open until 4 March.
Global Sustainable Equity: News and Opportunities (October 2020)
An overview of notable sustainable news stories for the third quarter of 2020.
Global Sustainable Equity: news and opportunities (October 2020)
Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, highlights key sustainable news stories for the third quarter of 2020.