Crisis plan can’t be bonds alone
In recent years, bonds have been a life raft when equity markets have fallen. But this negative correlation is not a given. To prepare for the next crash, investors need a robust, tailored plan.
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Path to sustainable infrastructure
Researchers make a call to action as a study reveals that despite much growth in sustainable infrastructure, it’s still not a part of core allocation strategy for many investors.
Passive managers, active ownership
Passive managers have greatly increased their market share. It’s more important than ever that they show best practice in active ownership by engaging on ESG issues and focusing on the long term.
The ‘Divest Invest’ premium
A sample Divest Invest portfolio outperformed under climate-change modelling, when compared with a more traditional allocation exposed to fossil fuels and lacking tilts towards climate solutions.
Equity portfolios’ tell-tale turnover
Turnover in a portfolio reflects the extent of a manager’s long-term focus. A new report finds most equity managers replace their shares at a rate more than twice what’s thought of as ideal.
We need to be better than ‘optimal’
An over-reliance on mean-variance optimisation has led to portfolios that fail to take into account the radical complexity of the real world and embrace ‘pretentious and unhelpful symbols’.
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