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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How bond investors can exploit news-driven market dislocations

David Katimbo-Mugwanya, co-manager of EdenTree’s Amity Sterling Bond Fund, gives his opinion on how investors can navigate constant news-driven volatility. He believes that by remaining cautious of geo-political risks but focusing on the longer-term shifts in monetary policy, investors can weather the storm. Link

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US economic growth: the Good, the Bad and the Ugly

Adriend Pichoud and Hartwig Kos of SYZ asset management have outlined their view on impacts of recent US economic growth. In Money Observer, they argue that good economic results in the US present buying opportunities for US equities, but changes in Federal Reserve polucy have created downsides in emerging markets and trade tensions are putting […]

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