Global Head of Stewardship and ESG Investment
Governance and Stewardship Director
Twenty-five years on from the publication of the Cadbury report, the UK’s corporate governance framework continues to evolve, with implications for asset managers as stewards of their client’s capital.
As bull markets go, the current one remains one of the most unloved. As equity valuations rise and yield curves flatten, having a systematic method for forecasting equity returns is important as this cycle nears its end.
Head of Asia/Emerging Markets Equities
The historical dominance of traditional industries is fading as a new generation of emerging market technology companies comes to the fore. Chinese firms are at the centre of this shift.
Senior Vice President, Credit – High Yield
Global Investment Specialist, Fixed Income
While valuation cushions are small, the fundamental and technical backdrop for many high yield companies is sound. Still, at the current point in the cycle, generating attractive returns requires careful stock selection.