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carons-corner
audio
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Caron's Corner
• 8 août 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 2 août 2022
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Jitania Kandhari,
Amay Hattangadi
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.
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page
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Insight Article
• 1 août 2022
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Richard Ford,
Jim Caron,
Joseph Mehlman
Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.
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carons-corner
audio
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Caron's Corner
• 1 août 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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market-alert
audio
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Market Alert
• 29 juil. 2022
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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carons-corner
audio
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Caron's Corner
• 27 juil. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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edge
page
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EDGE
• 27 juil. 2022
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Counterpoint Global
Psychedelics have the potential to fundamentally reshape how we think about and treat not only mental illness but a host of other conditions as well. Counterpoint Global investigates how psychedelic therapy works, the potential wide-spread impact of this innovative treatment, and the roadblocks to medical adoption.
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global-equity-observer
page
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Global Equity Observer
• 26 juil. 2022
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Bruno Paulson
After the market’s worst start to the year in 50 years, earnings’ current elevated levels making them distinctly vulnerable, and the threat of probably economic slowdown, the International Equity Team discusses how to keep a portfolio robust.
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carons-corner
audio
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Caron's Corner
• 25 juil. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 22 juil. 2022
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Global Fixed Income Team
Financial market performance in June and year to date cannot be characterized as anything but historic; unfortunately, historically bad! The Fixed Income team shares its thoughts.
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page
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Insight Article
• 22 juil. 2022
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Morgan Stanley Next Level
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
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consilient-observer
page
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Consilient Observer
• 20 juil. 2022
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Michael Mauboussin, Dan Callahan
Investors must look past simple measures of profits to understand a business’s true ability to create value. The rise of intangibles means more investments are expensed versus capitalized, which makes financial statements appear distorted versus those of the past. Academics distinguish between GAAP losers, companies that have losses but a high return on investment, and real losers, or those that have expenses unrelated to investment that exceed sales. Evidence from recent decades shows GAAP losers produced attractive shareholder returns relative to the real losers and profitable companies.
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carons-corner
audio
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Caron's Corner
• 18 juil. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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sustainable-investing
page
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Sustainable Investing
• 14 juil. 2022
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John Streur
In this article, Calvert explains its support for the SEC's proposal that companies disclose their carbon emissions in order to facilitate market function and to speed the transition to a cleaner energy system.
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sustainable-investing
convergence
page
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Convergence
• 12 juil. 2022
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Counterpoint Global
Blockchain technologies have unique capabilities that can enable an interoperable marketplace for voluntary carbon offsets – solving a number of issues with the existing market, such as significant variance in underlying quality of offsets – and thus have an opportunity to play a role in decarbonizing the global economy.
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carons-corner
audio
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Caron's Corner
• 11 juil. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 7 juil. 2022
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Christopher Morser
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
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video
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Insight Video
• 6 juil. 2022
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Steve Sun
Why should the digital services transformation theme be on investors’ radar now? Steve Sun, Emerging Markets Leaders Strategy Client Portfolio Manager, opines.
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path
page
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PATH
• 6 juil. 2022
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Andrew Harmstone, Manfred Hui
As inflation remains high, central banks may seek further tightening while growth weakens. The Global Balanced Risk Control team share their thoughts on an optimal asset allocation to weather through the turbulent times.
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page
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Insight Article
• 6 juil. 2022
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Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
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carons-corner
audio
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Caron's Corner
• 5 juil. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 29 juin 2022
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Laurel Durkay
The MSIM Global Listed Real Assets Team offers education on what REITs are, the case for REITs, and why you should consider REITs now in this timely article.
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global-equity-observer
page
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Global Equity Observer
• 28 juin 2022
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Bruno Paulson,
Laura Bottega
Si vous constatez que vos rouleaux d’essuie-tout deviennent de plus en plus fins et vos canettes de boissons de plus en plus petites, vous êtes peut-être en train de faire l’expérience de la « shrinkflation ». L’équipe Actions internationales se penche sur les effets de l’inflation et explique en quoi la période actuelle est propice à la détention d’actions de capitalisation.
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carons-corner
audio
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Caron's Corner
• 27 juin 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 23 juin 2022
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Najmul Hasnain
Saudi Arabia is in the midst of an ambitious and transformative program of social and economic reforms designed to wean the economy off its dependence on the oil sector. Najmul Hasnain, Head of the Saudi Arabia Equity Team, explores.
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market-pulse
page
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Market Pulse
• 23 juin 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.
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carons-corner
audio
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Caron's Corner
• 21 juin 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 21 juin 2022
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Global Fixed Income Team
Les marchés continuent d’être malmenés par une volatilité élevée due à l’évolution des craintes entre récession et inflation. Ce mois en dents de scie s’est traduit par des performances très inégales sur les marchés financiers. Notre équipe Global Fixed Income vous fait part de ses réflexions.
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market-alert
audio
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Market Alert
• 21 juin 2022
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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sustainable-investing
calvert
page
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Calvert
• 15 juin 2022
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John Streur
In this article, Calvert explains why it sees Tesla as a company working to strengthen ESG practices and achieving incremental yet notable progress. However, the company must be more strategic in managing its human capital and proactive in addressing diversity, equity and inclusion issues; and we expect it to engage with investors and other stakeholders to do so.
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consilient-observer
page
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Consilient Observer
• 15 juin 2022
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Michael Mauboussin, Dan Callahan
Burgeoning industries often follow the same developmental pattern as a child’s brain, with an overproduction of options followed by a pruning of those that are not useful. This appears wasteful but is in fact an elegant solution. We discuss this pattern for companies, describe why investors should care, and offer some current examples of where this pattern of entry and exit is playing out.
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sustainable-investing
calvert
video
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Calvert
• 6 juin 2022
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Anthony Eames
Découvrez notre longue histoire d’investissement responsable et les stratégies disponibles sur le marché français avec Anthony Eames - Managing Director of Responsible Investment Strategy - pour Calvert Research and Management.
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carons-corner
audio
|
Caron's Corner
• 6 juin 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
engagement-report
page
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Engagement Report
• 6 juin 2022
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Marte Borhaug
La dernière édition d’Engage, mise à jour semestrielle de l’équipe International Equity sur son engagement ESG.
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path
page
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PATH
• 6 juin 2022
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Andrew Harmstone, Manfred Hui
Malgré un environnement économique difficile, nous voyons apparaître certaines opportunités, notamment dans le secteur obligataire.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 2 juin 2022
|
Jorge Chirino,
Steven Quattry
Climate concerns and geopolitical events will revive policy makers support for nuclear power: a safe, reliable and carbon-free source of energy. Steven Quattry, Candy Chao and Jorge Chirinos of the Emerging Markets Equity team explain.
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carons-corner
audio
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Caron's Corner
• 31 mai 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 30 mai 2022
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Global Fixed Income Team
Si de nombreux problèmes dans le monde peuvent être imputés au conflit russo-ukrainien, il ne s’agit plus du principal responsable des turbulences des marchés. Le carnage d’avril n’a qu’une seule cause : l’inflation, l’inflation, l’inflation ! Notre équipe Global Fixed Income vous fait part de ses réflexions.
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page
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Insight Article
• 25 mai 2022
|
Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.
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sustainable-investing
page
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Sustainable Investing
• 24 mai 2022
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Andrew Harmstone, Li Zhang, Kian Masters, Christian Goldsmith
The Global Balanced Risk Control team discusses the potential social consequences of pervasive data mining and whether this may turn into a headwind for the “Big Tech”.
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global-equity-observer
page
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Global Equity Observer
• 18 mai 2022
|
Helena Miles
Des progrès considérables ont été réalisés en matière de développement et d’offre de médicaments personnalisés – Ces progrès peuvent-ils augmenter le potentiel des entreprises de grande qualité ? L’enquête de l’équipe International Equity d’Helena Miles.
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sustainable-investing
video
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Sustainable Investing
• 17 mai 2022
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Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.
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carons-corner
audio
|
Caron's Corner
• 16 mai 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
calvert
page
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Calvert
• 13 mai 2022
|
John Streur
While progress among public companies has been made to increase representation of women, the power dynamic has remained largely unchanged at the top. The paper explains why companies are missing out on the benefits of true gender diversity with this status quo.
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page
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Insight Article
• 12 mai 2022
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Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.
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consilient-observer
page
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Consilient Observer
• 10 mai 2022
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Michael Mauboussin, Dan Callahan
The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.
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carons-corner
audio
|
Caron's Corner
• 9 mai 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
|
Caron's Corner
• 2 mai 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• 2 mai 2022
|
Andrew Harmstone, Manfred Hui
À mesure que la politique monétaire se resserre, nous partageons nos réflexions sur les implications en matière d’investissement et discutons du positionnement tactique.
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sustainable-investing
convergence
page
|
Convergence
• 30 avr. 2022
|
Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 27 avr. 2022
|
Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector Fixed Income Team
Les marchés financiers ont encore souffert au mois de mars, faisant de ce premier trimestre 2022 l'un des pires trimestres depuis les années 1980. Il n’a pas fallu longtemps aux marchés pour se rendre compte des conséquences inflationnistes/stagflationnistes de la guerre et des sanctions imposées à la Russie. Notre équipe Global Fixed Income vous fait part de ses réflexions.
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carons-corner
audio
|
Caron's Corner
• 25 avr. 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 25 avr. 2022
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Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Partout dans le monde, les parties prenantes — y compris notre équipe actions internationales — incitent les entreprises à plus de transparence et à une plus grande responsabilité en matière de diversité, d’équité et d’inclusion. Notre équipe se penche sur cette question.
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sustainable-investing
calvert
page
|
Calvert
• 20 avr. 2022
|
Edward Kamonjoh
This paper focuses quantifying impact-how companies affect society and the environment through their employees, customers and products-through ESG metrics.
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sustainable-investing
page
|
Sustainable Investing
• 20 avr. 2022
|
Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.
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carons-corner
audio
|
Caron's Corner
• 18 avr. 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Emerging Markets Leaders Focus
• 15 avr. 2022
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Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.
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opportunity-optimum
page
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Opportunity Optimum
• 14 avr. 2022
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Kristian Heugh, Marc Fox, Emily Tsui
Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.
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page
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Insight Article
• 13 avr. 2022
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Patrick Reid
With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.
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sustainable-investing
engagement-report
page
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Engagement Report
• 12 avr. 2022
|
Global Emerging Markets Team
EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.
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consilient-observer
page
|
Consilient Observer
• 12 avr. 2022
|
Michael Mauboussin, Dan Callahan
The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.
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tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 7 avr. 2022
|
Jitania Kandhari,
Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
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carons-corner
audio
|
Caron's Corner
• 4 avr. 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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path
page
|
PATH
• 1 avr. 2022
|
Andrew Harmstone, Manfred Hui
Bien que les corrections intervenues cette année semblent être motivées par le contexte plutôt que par les bénéfices, la guerre en Ukraine et les nouveaux confinements en Chine exercent une pression à la hausse sur l'inflation et une pression à la baisse sur la croissance. Le risque est que les marchés connaissent une nouvelle baisse.
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carons-corner
audio
|
Caron's Corner
• 28 mars 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 23 mars 2022
|
Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector Fixed Income Team
Après s’être inquiétés de la crise sanitaire, les marchés financiers s’inquiètent désormais de l’invasion de l’Ukraine par la Russie. Notre équipe Global Fixed Income vous fait part de ses réflexions.
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global-equity-observer
page
|
Global Equity Observer
• 21 mars 2022
|
Bruno Paulson
Dans un monde extrêmement incertain, il est judicieux de construire un portefeuille composé de valeurs présentant un historique de performance constant sur la durée. Bruno Paulson commente.
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carons-corner
audio
|
Caron's Corner
• 21 mars 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
|
Consilient Observer
• 16 mars 2022
|
Michael Mauboussin, Dan Callahan
Continuous process improvement is essential to achieving outstanding long-term outcomes. Receiving timely and accurate feedback—information used as a basis for improvement—can enhance the process and make you a better forecaster. We discuss multiple facets of process improvement, including getting the right people and helping them thrive, the role of organizational structure in fostering good decision making, and specific mechanisms to sharpen execution. We draw on principles from other fields but focus primarily on the investment management industry.
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carons-corner
audio
|
Caron's Corner
• 16 mars 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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The Big Picture
• 16 mars 2022
|
Jitania Kandhari
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, unveils her Key Themes for 2022.
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carons-corner
audio
|
Caron's Corner
• 14 mars 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
|
Sustainable Investing
• 11 mars 2022
|
Vikram Raju
The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what
ESG is (and what it isn’t) and employ this frequently used term in its proper context.
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carons-corner
audio
|
Caron's Corner
• 7 mars 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 7 mars 2022
|
Bruno Paulson
Is now the time to own reasonably priced quality companies with pricing power, many of which are in EAFE? Bruno Paulson explains why the International Equity Team believes so.
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path
page
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PATH
• 4 mars 2022
|
Andrew Harmstone, Manfred Hui
La situation entre la Russie et l'Ukraine s'étant rapidement aggravée, les classes d’actifs qui s’étaient déjà repliées ont subi des corrections encore plus marquées. Nous examinons les conséquences sur l’inflation, la politique monétaire et le positionnement.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 28 févr. 2022
|
Jitania Kandhari,
Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 28 févr. 2022
|
Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector Fixed Income Team
The Global Fixed Income Team examine January’s hawkish turn, as leading central banks pivoted towards accelerated monetary tightening, surprising the market.
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carons-corner
audio
|
Caron's Corner
• 28 févr. 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
|
Engagement Report
• 25 févr. 2022
|
Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.
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global-equity-observer
page
|
Global Equity Observer
• 23 févr. 2022
|
Alistair Corden-Lloyd,
Nic Sochovsky,
Vladimir Demine
Le changement climatique est l’affaire de tous Après être intervenus sur cette thématique auprès de 95 % des entreprises en portefeuille au sein de leurs stratégies globales, les membres de l’équipe International Equity évoquent la nécessité de demander des comptes aux entreprises.
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page
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Insight Article
• 23 févr. 2022
|
Gregory Finck,
Erin K. Glenn
The Securitized Team believes three factors will drive securitized market performance in 2022.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 14 févr. 2022
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Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.
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carons-corner
audio
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Caron's Corner
• 14 févr. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 8 févr. 2022
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Cyril Moulle-Berteaux,
Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.
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carons-corner
audio
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Caron's Corner
• 7 févr. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 2 févr. 2022
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Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
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market-pulse
video
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Aperçu video
• 1 févr. 2022
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Vishal Gupta
Vishal Gupta, gérant de portefeuille au sein de léquipe Emerging Markets Leaders , évoque dans cette vidéo les opportunités de croissance domestique en Chine et des idées pour tirer parti du phénomène de relocalisation en Inde.
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sustainable-investing
page
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Sustainable Investing
• 31 janv. 2022
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Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
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