08 February 2022 • By Michael Lebbon • 1 min read
In his 2022 annual letter to CEOs, BlackRock’s Larry Fink said, “Every company and every industry will be transformed by the transition to a net z...
READ MOREPortfolio theory has evolved over time and even though the basic premise of the 60/40 growth/defensive portfolio still stands up, there is an increasi...
READ MOREHeard the one about the start-up property fund that hired an environmental expert as its third employee, to ensure it had ESG requirements squared awa...
READ MOREWith uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals expl...
READ MORESailing into the wind is a sailing expression that refers to a sail boat’s ability to move, even if it is headed into the wind. To reach specific...
READ MOREAs more companies commit to long-term targets for a net zero carbon future, the pressure is on how to report progress to shareholders and the wider bu...
READ MOREThe demand for ESG-based investments is surging and many asset managers now offer strategies that take into account a range of environmental, social a...
READ MOREAlthough macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Easing supply bottl...
READ MOREThe outlook for global real estate investment trusts (REITs) is positive, in large part due to the vigorous merger and acquisition (M&A) market th...
READ MOREAlongside the tumultuous ride that is COVID, one notable development in financial markets has occurred. Ethical and responsible investing has become f...
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