Since February, the market seems to have improved, with recession fears declining, oil prices stabilising and central bankers continuing to voice concerns over valuation levels and geopolitical risks, as a loose monetary policy has increased prices. Fabrizio Quirighetti, co-head of multi-asset, and portfolio manager on the OYSTER Absolute Return fund at SYZ Asset Management features in Portfolio Institutional’s Friday view asking the question, could a hawkish Fed trigger a re-pricing of assets?
As the world transitions to net zero, can oil majors remain investible? Natasha Landell-Mills, head of stewardship at Sarasin & Partners and Joe Mares, portfolio manager of the Trium...
‘What has changed is investors’ interest in the decarbonisation process.’ Trium Capital’s Joe Mares, portfolio manager of the Trium ESG Emissions Impact Fund, discusses company engagement across the evolving...
Is time running out to stop the ‘disturbing’ biodiversity loss currently playing out? Experts from Gresham House, Ecoforests Asset Management, Sarasin & Partners and EdenTree Investment Management, discuss biodiversity...
