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Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.
Asia for dividends: comparatively resilient
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Back to business
With economies gradually reopening and markets suggesting better times ahead, credit portfolio managers James Briggs and Tim Winstone consider whether investors should be increasing their allocation to investment grade credit.
The office: still relevant
In this video, Tim Gibson, Co-head of Global Property Equities shares his views on ‘the new normal’ practice of working from home as well as how offices will need to adapt to suit the changing work environment.
Investing sustainably through the COVID crisis
Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.
Mispriced odds: play your cards right
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, explain how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.
Avoiding a retest
In this video Tom Ross, corporate credit portfolio manager at Janus Henderson Investors explains why he believes the credit spread wides of March for high yield bonds are unlikely to be retested.
Keep the seatbelts fastened
Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.
Breaking the link: GDP declines and default rates
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.
The shape of credit
Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.
Winners and losers from the falling oil price
Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.