China needs to balance economic growth with clean air: Portfolio manager

Conrad Saldanha, manager of the Neuberger Berman Emerging Markets Equity fund, discusses how China can build a sustainable future. On CNBC’s Squawk Box Europe, he explains the country will need to find a balance between achieving economic reform and addressing environmental concerns. He also comments on opportunities in emerging markets, the state of EM current […]

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The rise of impact investing

Andrew Parry, head of equities at Hermes Investment Management, comments on the “mission-led manner” in which companies are investing to meet the needs of society. In FT Adviser, he lists three ways in which the rise of impact investing is enhancing the public domain. Link

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ESG Focus Dents Returns, Investors Fear

Peter Hofbauer, head of infrastructure at Hermes Investment Management, believes sustainable investing is crucial in infrastructure. He notes in Institutional Investor that infrastructure is an asset class that touches people in their daily lives and over multiple generations, and therefore infrastructure businesses have a social contract. Link

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Hermes Investment Management: The case for subordinated securities

Fraser Lundie, co-head of credit at Hermes Investment Management, tells investors if they can become comfortable with the structural risks of hybrid bonds, the reward can be attractive. In Investment Europe, he outlines the risks to look out for and illustrates how Hermes does this by investing in Solvay, a Belgian speciality chemical company. Link

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SYZ Asset Management: The case for subordinated securities

Antonio Ruggeri, manager of the OYSTER European Corporate Bonds fund at SYZ Asset Management discusses the appeal of subordinated debt as valuations remain supportive. In Investment Europe, he explains that hybrid bonds pay as much as high yield paper, but carry far better issuer credit profiles and ratings. In other words, they are perceived riskier […]

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