Analysis
Industry | analysis 9 Jan 18
Neuberger blasts credit agencies over ESG failings
“Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
Emerging Markets | analysis 9 Jan 18
What Mark Mobius has done for emerging markets
Whenever a fund manager has a prolonged period of success in their area, certain terms get bandied about as to their status within that field. One favourite used by journalists is ‘guru’, indicating a manager has moved on from ordinary status, to the extraordinary.
Europe | analysis 9 Jan 18
Will 2018 see the decline of British expats in the EU?
Brexit aside, this year looks set to be the turning point when the number of British retirees living in Europe slips into decline.
Best Practice | analysis 9 Jan 18
Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.
Best Practice | analysis 8 Jan 18
Why managers need to wake up to ESG threat
While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?