ESG and long-term themes
Large investors like LGIM play an important role in financing housing associations. With their operating landscape continuing to evolve rapidly, and with the Grenfell Tower tragedy at the forefront of our minds, what are our expectations of the housing associations we invest in?;
‘Tis the season for giving thanks, at least in the world’s largest economy. But after the market routs of the last month – driven by US stocks, no less – there is precious little to be grateful for in some commentators’ eyes. Enter duration, which has been helping to give the protection we all crave, so long as you’re long, that is…;
Following the recent price action in emerging markets (EM), we zero in on the effect that currency can have on your EM bond portfolio’s performance. But how much of currency investing is a watertight science, and how much is carried by the wave of popular opinion?