The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
What are the growth drivers of global e-commerce?
Where is the value in emerging markets equities?
Markets, economy, stocks, growth, global, fixed income, international, asset classes
What value does alternative beta bring to institutional portfolios?
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding