T. Rowe Price’s AAA-rated manager David Eiswert talks to Citywire Selector about how over the past quarter he has almost trebled exposure to consumer discretionary stocks in his Global Equity fund. David mentions that despite macro headwinds he has found opportunities in post-Brexit uncertainty.
In ESG Clarity, Nordea’s Jacob Michaelsen, EdenTree Investment Management’s Esmé van Herwijnen, Sarasin & Partners’ Henry Boucher and Gresham House’s Olly Hughes, explore the impact of the ecosystem degradation...
In the Financial Times, Charlie Carnegie, research director at Arisaig Partners, and Eric Pedersen, head of responsible investments at Nordea Asset Management, discuss divesting from emissions-heavy dairy and meat industries. Link
