Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.
Cobalt: saying ‘no’ to child labour
Protected: The growing organics market presents a natural investment opportunity – [DO NOT USE, for ESG ONLY]
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Breaking down plastic pollution
Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Digital health: sales versus social impact
Janus Henderson’s UK-based Global Technology Team is actively engaged with businesses on a range of ESG criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
Chinese credit conditions still tight
A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.
Seven Habits of Successful Investors
Investing for retirement, education or another long-term goal requires discipline and dedication.
China: resilient despite challenges (EMEA)
In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.
An evolving role for Asian dividend-paying stocks (EMEA)
In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.
Room to grow? The outlook for US equities late in the cycle
US multi-asset managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Fund Manager November commentary – Lowland Investment Company
Fund Manager November commentary – Lowland Investment Company