Global listed infrastructure –‘Buy’ time looming?

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The COVID-19 pandemic has very likely pushed the international economy into recession and cut a swathe through global equity markets. From 21 February through to the end of March 2020,... Read more continue reading

ESG scores signal resilience

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Companies with higher ESG ratings performed notably  better and were more resilient during the outbreak of the Coronavirus pandemic compared to investments with lower ESG ratings, according to AXA IM.... Read more continue reading

ESG rating linked to outperformance during pandemic

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The recent period of market volatility as a result of the coronavirus pandemic has shocked in its severity. But the broad-based sell-off did discriminate, as new data from Fidelity International... Read more continue reading

Can infrastructure provide shelter from the viral storm?

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Despite the market falls in March 2020, the Global Listed Infrastructure (GLI) sector has continued to deliver on its attractive return attributes for the 12 months to 31 March 2020,... Read more continue reading

Sustainable investing and Covid-19

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The most important ESG issue in the coronavirus crisis is our response Companies should act prudently to protect longer-term business Investors will look critically at future remuneration and buybacks Governments... Read more continue reading

In search of the bottom in the Covid-19 crisis

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In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions. These forces make the exercise of GDP... Read more continue reading

Views on COVID-19 – mounting concerns around credit triggered a cascade of indiscriminate selling in equity markets

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“Investors began 2020 with high hopes for strengthening global growth, but soon expectations for returns were dashed by overextended valuations and pockets of geopolitical risk. They began to re-evaluate risk,... Read more continue reading

Picking winners

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During a recent national roadshow, Nick Griffin, CIO of Munro Partners, explained that when it comes to investing, there are always lots of losers and just a few winners. This... Read more continue reading

Gold continues to provide security for investors

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Gold prices and safe haven assets have skyrocketed in the face of the global economic sell-off. ETF Securities argues that gold, specifically, still remains highly relevant for investors, despite the... Read more continue reading

Defensive assets centre stage in times of turmoil

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The current outbreak of a new virus, COVID-19, has understandably spooked markets, investors and governments. According to Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, in any time... Read more continue reading