Emerging markets have smaller safety nets, making them prone to boom and bust cycles
The robotics and automation theme has been gaining a lot of attention recently for good reasons. There is an industrial revolution emerging across all industries as they realise that the new tools and applications being developed will be highly disruptive to existing business models. These new technologies cover everything from autonomous cars and delivery drones to surgical tools.
Most active managers do fail to beat their indices. However, the key word here is ‘most’
Value has outperformed growth over the long term, but over the past decade value has endured its longest and one of its weakest periods of relative performance on record
For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG
US equities are eight years into an equity bull market, which must end. Investors are asking how they can protect their equity allocations if and when a correction happens
In fixed income, no-one has ever really known how the research impacts on investment costs
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
We at Wasserdicht like to think that our company has a positive impact around the world as a pump and flood protection equipment multinational
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Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors.
“The potential impact of climate change on investments should be considered at least on an annual basis”
“CFA curriculum material should become more future-oriented and address awkward topics”
“The responsibility for making our profession more representative of the society we serve ultimately sits with all of us”
Pension systems everywhere are either struggling to manage the shift from defined benefit (DB) to defined contribution (DC) or contemplating the journey
“The selection of a benchmark is secondary to many other provisions for encouraging long-term behaviour”
“The FCA has picked the wrong fight. We need a way to rate alternative investments”