Under the radar ‘old tech’ offering multiple ways of winning

Jacob Mitchell, portfolio manager and CIO of Antipodes Partners, discusses in Investment Europe the three relatively unknown tech stocks (Qualcomm, Netapp and Cisco) which deserve greater attention. Each of these stocks, he emphasises, provide ‘investment resilience’, particularly by offering ‘multiple ways of winning.’ Link

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3 AIM Stocks to Satisfy Investors’ Sweet Tooth

As more retailers disappear from the High Street, Phil Harris, manager of the EdenTree UK Equity Growth fund, speaks to Morningstar about the potential for a special dividend – or acquisitions – following Patisserie Valerie’s full-year results next month. Link 

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ESG managers raise alarm as Earth Overshoot Day is passed

On Earth Overshoot Day, the head of SRI policy and research at EdenTree Investment Management, Neville White, argues we are approaching a point where ‘business as usual’ will no longer be an option. In Citywire Selector, he adds the best investment opportunities to tackle environmental concerns include opportunities in bio-technology and crop protection. Link

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ESG managers raise alarm as Earth Overshoot Day is passed

In Citywire Selector, Nordea’s Thomas Sorensen and Henning Padberg, co-managers of the Nordea 1 – Global Climate and Environment fund, note that on World Overshoot Day, we have reached the inflection point where investing in environment solutions makes economic sense. Link

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ESG managers raise alarm as Earth Overshoot Day is passed

As part of Earth Overshoot Day, Andrew Parry, head of sustainable investing at Hermes Investment Management, argues more work needs to be done by businesses to transform and make an impact, as ‘sustainability is no longer an option, it is an imperative’. In Citywire Selector, he notes this requires the alignment of all actors, including […]

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Credit check: why investors are missing a key indicator

Charles Kantor, manager of the Neuberger Berman US Long Short Equity fund, believes investors should look past headline equity volatility to credit markets before they become nervous. In Citywire Selector, he notes as volatility is not validated in credit markets, he remains constructive overall. Link

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