Bond investors are facing many challenges when it comes to dealing with low yields in traditional fixed income sectors. Fraser Lundie, co-head of credit at Hermes discusses in Investment Week the challenges facing those investing in emerging market credit, in particular, those investors who allocate to cash bonds will struggle to find attractive yields.
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
In Trustnet, Vincent Ropers, co-manager of the TB Wise Multi-Asset Growth fund, shares his thoughts on where to find value away from Silicon Valley tech stocks. “The sky hasn’t...
