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Analysis

Lisa Carroll

05 January 2021 • By Lisa Carroll • 1 min read

Investment professionals with ESG skills demanding salary premiums

Sustainable investing has been accelerated by the COVID-19 pandemic, affirming a trend already underway, which is forcing asset managers to hire more ...

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Lisa Carroll

Why ESG scores don’t tell the whole story

The market now views ESG as an enhancer of returns, but not all ESG metrics are created equal, writes Aviva Investors’ Richard Butters. Some ESG ...

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Lisa Carroll

A push for more digitisation in Japan creates opportunities for investors

In a year of global uncertainty, investors seeking growth need to look beyond the usual suspects that make up international portfolios, and FSSA Inves...

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Lisa Carroll

A new breed of defensive equities emerges

In the investing world, an unexpected development this year has been a serious re-examination of the notion of a “safe haven”.  In sailing par...

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Lisa Carroll

Despite positive developments, uncertainties remain for financial markets

Markets are still underappreciating key elements of the recovery and the duration of immunity, so understanding how companies are positioning themsel...

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Lisa Carroll

Vaccine rollouts create valuation gaps for investors

The timing of a sustainable rebound in global economic growth hangs on the successful rollout of coronavirus vaccines – opening a window for investo...

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Lisa Carroll

Decoding China’s rate market conundrum

With China’s policymakers’ resolve to attract foreign capital to its onshore bond market and the country’s gradual inclusion in global bond indi...

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Lisa Carroll

ESG engagement in fixed income: Our voices can be heard

Corporate activism is now a standard entry in the lexicon of financial markets. However, most people connect the term with equity investors due to the...

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Lisa Carroll

From crisis to recovery – the road ahead

While new lockdowns rock the world as 2020 draws to a close, Franklin Templeton’s Sonal Desai is still “cautiously optimistic” for a more prospe...

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Lisa Carroll

Could the global economy be set up for another roaring 20s?

The outlook for 2021 depends on numerous factors. In our most likely forecast which we have given a 50 per cent probability, a successful global ro...

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