Today, half of the articles in investment magazines seem to be about ESG and climate. In our experience, however, very few funds are actually designed with a clear climate goal. We believe this is a missed opportunity.

We ask if dividend investors should consider diversifying into emerging markets

Over the past decade, yields on many developed market bonds have declined materially. In some markets, bond yields have even turned negative with investors effectively paying for the privilege of holding bonds. It is therefore not surprising that many investors have looked for alternative sources of income that also provide protection from rising inflation and interest rates.

Our summary of developments in emerging market debt in April 2023 and the outlook going forward

The demand for environmental, social and governance (ESG) strategies in real estate continues to grow. Investors are becoming increasingly focused on responsible practices and how these are integrated into funds.

Eva Cairns suggests five ways in which investors can help to close the credibility gap between companies & climate ambition and credible action.

Many investors have historically viewed emerging market (EM) equities as a source of growth, with income a distant consideration. We believe this oversight is a mistake, and that a dividend-focused approach to investing could help boost long-term total returns.

Kieran Curtis, Head of Emerging Market Local Currency Debt, gives his take on the potential implications of Turkey’s upcoming parliamentary and presidential elections.

So far, 2018 has been a difficult year for emerging market (EM) assets, which in the last few months have fared significantly worse than their counterparts in developed markets. This has been due mainly to worldwide issues but also country-specific political uncertainty. Many investors are now asking if the sell-off presents a buying opportunity – or are there reasons to remain wary?

How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.

It is fair to say that forward guidance doesn’t enjoy a good reputation in the UK. The policy, introduced with some fanfare by Mark Carney on his arrival as Governor of the Bank of England, was meant to give greater clarity about the path of interest rates.

Harnessing the one factor that powers high-yield returns.

Does size matter for economic infrastructure projects?

When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily reliant on China. In fact, we believe the country’s dependence on China as a trading partner and as a major influence on commodity prices naturally makes China its greatest vulnerability.

Japan has had a sobering 2018 so far, with both growth and inflation coming in below expectations. Is this likely to trigger a policy response, or should we expect more of the same?

Why diversification still matters in a market dominated by a handful of mega‑caps.

2018 has already seen its fair share of surprises. Nearly at the mid-point, we’ve seen a shift (even if temporarily) in US-North Korea relations that was deemed unbelievable just six months ago; the consensus around synchronised global growth has weakened; the US is moving towards protectionism; and the ZTE debacle crushed the myth of world-beating Chinese innovation.

Taiwan-based chip designer balances research investment with returning its capital to shareholders