Trump’s presidency has caused a significant shift in sentiment for equity markets, as markets have predicted that growth, inflation and US interest rates will rise. This change has led to the outperformance of ‘value’ over ‘growth,’ which has caused a significant headwind to growth-oriented investors. Scott Berg, portfolio manager of the T. Rowe Price Global Growth Equity fund discusses in Fund Strategy his position in energy and materials and why he is now adding to banks and innovative technology.
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...
