Hartwig Kos, head of multi-asset and vice-CIO at SYZ Asset Management talks to Jessica Beard in a Citywire Switzerland video. Hartwig, shares his thoughts and concerns on valuations in the bond market, which has led him to have a negative duration since summer 2016. He further explains how he has gained access to European bond risk that is yielding higher than emerging markets.
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