Five stocks that drove this €1bn climate fund

According to Nordea Asset Management’s Henning Padberg, not enough resources are being dedicated to researching the influence environmental shifts can have on a company’s performance. Read his five stock picks for constructive climate solutions in Citywire Selector. Link.

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Fund Focus: Gresham House UK Micro Cap

“Smaller companies tend to operate in more insulated, niche markets, which means they can be more agile in economic headwinds.” In The Times, Holly Black profiles the Gresham House UK Micro Cap fund, which is approaching its 10-year anniversary – highlighting its impressive performance, especially in the last three years. Link. 

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Our planet: four Earth Day investment themes

In light of Earth Day 2019, Esme van Herwijnen, responsible investment analyst at EdenTree Investment Management discusses the negative impact that a linear economy can have on the growing population and how investors can move towards a more sustainable business approach. Read Citywire Wealth Manager’s coverage here. Link.

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Government and investor tackle plastic pandemic

“Responsible and sustainable investors should share the concern of their consumers when it comes to the plastics problem.” In Investment Europe, Esmé van Herwijnen, responsible investment analyst at EdenTree Investment Management, discusses the prevalence of the war against waste. Link.

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Will Chinese Stocks Keep Rallying?

“We’re value-biased as opposed to dogmatic value investors – I don’t think a traditional value investor would add to an asset class that has rallied 25-30% in the space of three and a half months.” In Morningstar, Wise Funds’ Vincent Ropers and Philip Matthews discuss their outlook for China. Link.

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Why the US-China power dynamic will shape the investment landscape for decades

“The US-China trade war is further evidence of China’s ascension. It represents a vain attempt from the US to put a moat around its economic hegemony, which is under siege.” In Investment Week, Arno Lawrenz, Global Investment Strategist at Ashburton Investments reviews evidence of China’s rise to international prominence and the factors behind it. Link.

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