Applying environmental, social and governance filters when investing in emerging markets isn’t easy given challenges such as a lack of company transparency, varying governance structures and the availability of clear and comparable data. But that doesn’t stop Sébastien Thevoux-Chabuel, an analyst and portfolio manager at Paris-based Comgest and a speaker at the 2018 Responsible Investment Association […]
For nearly 20 years, strong demand for office properties in major city centres around the world drove a lot of the total returns from real estate investment trusts, “at least for the period up until the great recession,” says portfolio manager Chip McKinley. Structural changes related to regulation, technology and demographics are now leading to a […]
Investors should brace for near-term volatility following the election of Donald Trump as U.S. president. But the news isn’t necessarily bad, as some sectors may benefit from his victory, says Peter Hardy, vice-president and client portfolio manager at American Century Investments in Kansas City, Mo. “The election of Donald Trump was another sign that the […]