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Secured Credit Insight: European loans and ESG
With increasing investor interest in how asset managers manage Environmental, Social and Governance (ESG) issues rightly at the forefront of client focus, the European Secured Loans Team have analysed how ESG ‘compliant’ portfolios might compare with non-ESG portfolios in the European syndicated leveraged loan market.
What is ‘normal’?
In a post quantitative easing (QE) world, central bank balance sheets in many countries have expanded to extreme levels, while many commentators have despaired that these balance sheets will never return to ‘normal’ levels again. Andrew Mulliner, Portfolio Manager Global Bonds, asks: just what is ‘normal’?
Growth slowing but precipitous drop unlikely
Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.
The importance of being active: why passive exposure in high yield is not enough
The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was
Growth Slowing, but Precipitous Drop Unlikely
Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.
Selling volatility – is the juice still worth the squeeze?
Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.
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Don’t let the trade wars detract from Asia’s structural growth story
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.
Under the microscope: pioneering companies changing lives
Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.
Let others’ mistakes be your opportunity
A colleague has an old Barron’s cartoon hanging in his office showing two large people, both smoking and one holding a mondo (extremely large) cola. The caption reads, “This whole damn healthcare system is a mess”. In their book Mistakes Were Made (but not by me), social psychologists Carol Tavris and Elliot Aronson give some fascinating
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Trade wars, ESG and demographics in China: your questions answered
In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.
Argentina: tears flow as markets tumble
Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina’s asset markets and other emerging economies.
Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.