The reflation trade continues in earnest, with cyclical sectors leading markets in recent weeks. However, could problems in the vaccine rollout disrupt markets’ assumptions?
There is more choice than ever for those that want to invest with purpose. There will be vanilla ESG funds, through to highly specialised impact or thematic funds.
Impact bonds are an important investment option that has made big strides in recent years – how can they help to make the world more sustainable?
Some investors are worried that inflation is set to rise. Schroders’ Sean Markowicz, Strategist, Research and Analytics, assesses which equity sectors could prove most resilient.
One of the thorniest issues for advisers has been how to measure ESG, impact or sustainable fund performance and then explain that performance clearly to clients.
M&G's multi asset team highlights inconsistencies between the reasons put forward for the rise in yields and the actual facts.
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