Earlier this month, real estate was separated from financials and given its own Global Industry Classification Standard (GICS) sector category. Thomas Bohjalian, portfolio manager at REIT specialist Cohen & Steer explains in Investment Europe that ‘this change could have a far-reaching impact’ as GICS are often used as a framework for portfolio planning and analysis.
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...
