The coronavirus has triggered a market correction, bringing the S&P 500 off its all-time high. But as always an analysis of fundamentals, and the relationship between price and value, is essential for allocating capital. So could this be a time to buy?
There is a 70 per cent chance a recession will occur in the next six months according to a new index measuring the state of the economy that uses a statistical method first applied to analysing human skulls.
The largest pension fund in Europe, the €450 billion Dutch ABP, set out its sustainability and responsible investment plan for 2025 last month. The plan sets out long-term objectives – in line with the goal of a climate-neutral economy by 2050 – as well as the short-term steps to achieve that.
The crisis in China is far from over. But the Sustainable Finance Institue’s Huang Zhong and Cary Krosinsky, author of the upcoming Modern China: Financial Cooperation for Solving Sustainability Challenges, argue it is never too early to look at what went wrong. They argue if the Chinese government and its ruling party applied some basic sustainable investment principles, it would have taken a very different approach towards critical stakeholders such as Dr. Li and potentially avoided some of the negative consequences.
Everyone's talking about it - a carbon-neutral economy by 2050 - but what are investors doing about it? Amanda White reports on the specific climate activities of some of the world's leading asset owners.
The pace of technological change and advances in machine learning and quantitative methods will result in a “shake out” in investment management according to Campbell Harvey, Professor of Finance at Duke University.
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