Why the S in ESG?
The case for managing the environmental impact of the companies in which we invest is clear. We are in the middle of a climate emergency that requires immediate and drastic action. Increasingly, however, social factors are becoming just as important for the long-term sustainability of companies. We believe that the move to incorporate social metrics into investment decision-making is likely to be one of the strongest trends over the next decade.
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Investment Outlook
In this edition:
- It’s been a tough market for fixed income assets, with UK, US and eurozone government bonds seeing record price declines.
- The weakness in the bond market has also hurt the equity market - the valuations of rate-sensitive stocks have dragged down the broader equity market
- For bond and equity markets to stabilise, there needs to be a sufficient slowing in the US labour market to encourage the Fed to ease back on its hawkish monetary policy stance
- Higher yields on US government bonds are driving up the value of the dollar, pushing some central banks to intervene in foreign exchange marke
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