In the KNOW blog
Earnings season has mostly gone well and analysts have increased their forecasts for future profits. As long as the vaccine rollout continues and any new variants stay under control, we should be in for a rejuvenating summer, for businesses and for our wellbeing.
ESG investing has risen in popularity during the pandemic, driven by concern for the climate and society. With rising costs and uncertain returns on his ill-thought through chicken venture, Will McIntosh-Whyte is reminded you ignore the fundamentals at your peril.
Sustainable investing doesn’t have to mean sacrificing returns. But fund manager Will McIntosh-Whyte argues even the most noble companies need solid long-term fundamentals to be truly sustainable.
Given how many people are driving electric cars and carrying re-usable coffee cups these days, it seems many consumers are aware of climate change risks. But what about social and governance risks?
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
Is sustainable investing here to stay, or will it fade during the next big downturn? After months of trying out a trendy new exercise bike, our fixed income manager Noelle Cazalis thinks sustainable investing is here to stay.
Several big scandals over the past year have got our veteran head of multi-asset investments, David Coombs, reminiscing again. But is that a canary he hears or tinnitus?
After a long and wet winter, our head of fixed income is resisting the urge to turn up the thermostat. Bryn Jones discusses how human activity has contributed to climate change.