FEATURED NEWS
Selective Value in Emerging Market Debt
Alejandro Arevalo is seeing both fair value in absolute terms as well as relative value against US high yield being the the cheapest in half a decade....
Afa insurance: reducing interest rate duration, increasing alternatives, expanding ESG policies
Johan Held, Chief Investment Officer, talks to us about asset allocation, navigating the pandemic, regulatory hurdles and evolving ESG policies......
Why climate change is inflationary (and what to do about it)
We explore the link between climate change and inflation and suggest strategies to help mitigate the threat to portfolios......
Adding to equities and seeking better ESG data from alternatives
Tomi Viia, who runs a team managing EUR 11.5 billion of insurance assets gives insight into how the team is approaching strategic asset allocation, asset/liability management and tactical asset allocation.....
Fiera Atlas Global Companies
The strategy has outperformed global equities by a massive margin: a mid-teens annualized percentage since March 2017. Simon Steele and his team are confident about double digit earnings growth across the portfolio and holdings are generating non-cyclical growth with drivers very different from the index.....
Are all net-zero goals created equal?
Given the various inconsistencies in how the phrase is understood, what does “net zero” really mean – and how should progress towards this goal be measured?
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