AAA-rated real estate PMs target shift toward ‘e-everything economy’

In Citywire Selector, AAA-rated Rogier Quirijns of Cohen and Steers shares his outlook for European real estate sectors amid the ongoing uncertainty of Covid-19. “We believe companies that provide data and logistics infrastructure, including data centres, cell towers and industrial warehouses, will continue to benefit from strong secular demand in the shift toward an e-everything […]

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EdenTree’s Katimbo-Mugwanya: Covid-19 spike not priced into bonds

In Investment Week, EdenTree Investment Management’s David Katimbo-Mugwanya shares his outlook for fixed income markets amid the ongoing uncertainty of Covid-19. “We have definitely been taking opportunities in the high-quality space, rather than the lower quality holdings. In terms of Covid, I do not believe we are out of the woods yet, so we are […]

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How to build multi-asset income

“The most important thing for a client in decumulation is the reliability of income.” In FTAdviser, John Newton, business development manager at Wise Funds, discusses multi-asset investing for retirement. Link

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The challenge of decarbonisation

“Industry, transport, materials, energy and energy suppliers, a large number of ESG strategies exclude these polluting sectors. For good reason, they are responsible for 90% of carbon emissions on the planet. To ensure that money invested will reduce CO 2 emissions in the long term, and across all these sectors of the economy, we must […]

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It’s not just Apple’s core business that drove it past $2trn

In The Times, Neil Campling, head of TMT at Mirabaud Securities, discusses Apple’s $2 trillion milestone. “The business that they have is obviously robust and because of the weight of money that is moving into big-cap tech then there is scope for the stock to continue to enjoy further multiple expansion.” Link

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Apple market value hits $2tn 

In Financial Times, Eric Papesh, portfolio specialist in the U.S. Equity Division at T. Rowe Price, and Neil Campling, head of TMT at Mirabaud Securities, reflect on Apple’s market value reaching a milestone $2tn. Link

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Japanese refinements show a commitment to ESG

In ESG Clarity, Keita Kubota, head of Japanese equities at Neuberger Berman, and Archibald Ciganer, manager of the Japan Equity Strategy at TRowe Price, discuss the budding ESG investment opportunities in Japan. Link

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Are cows the new coal?

In ESG Clarity, Arisaig Partners’ Charlie Carnegie, Sarasin & Partners LLP’s Jeneiv Shah, EdenTree Investment Management’s Jon Mowll, and T. Rowe Price’s Maria Elena Drew, discuss agriculture’s significant contribution to global warming, highlighting how changes will be crucial in combatting climate change. Link

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