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Nick Hutton, BlackRock

ETFs pass their Covid test with flying colours

Investors reacted to coronavirus-induced market turbulence by rotating assets within the ETF wrapper, while ESG products have seen multiple launches and inflows

Adam Johnson, Pictet Asset Management

Investors look to play the generation game

Research suggests family-owned businesses tend to  carry less debt and outperform the wider equity market

Nick Peters, Fidelity

Lockdowns lend weight to thematic investing approach

Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance 

Cathrine de Coninck-Lopez, Invesco

Sustainability snowballs as asset management takes ESG to heart

Covid-19, impressive performance and impending regulations have all combined to make 2020 a transformative year for ESG investing

Chetan Sehgal, Templeton Emerging Markets Investment Trust

Emerging markets now firmly aboard the ESG bandwagon

ESG is now very much on the radar when it comes to emerging markets, both for investors locating to these regions and for the companies listed there

Kunjai Gala, Hermes

Emerging markets diverge as Covid leaves its mark

Coronavirus has sparked volatility across emerging markets, but clear winners can be found in terms of both regions and sectors

Jonathan Curtis, Franklin Equity Group

Tech stocks proving their immunity to coronavirus

Many technology companies have benefitted from the behavioural changes caused by enforced lockdowns, and despite fierce competition in the sector, the big players look likely to become even more dominant

Olav Chen, Storebrand Asset Management

Bright spots remain despite gloomy European outlook

Deflationary pressures, political issues, slowing growth and international trade wars are all buffeting European companies, yet opportunities can be found  

Renata Klita, L&C

Can emerging markets sail through trade storms?

The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable  

Netflix

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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