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Today, there are more robust and meaningful approaches—but fundamental insight still holds the key to interpreting the results.
The strength of this revival in profits has been, without exaggeration, truly spectacular. Rebounding earnings proved that even the most optimistic projections from analysts were, in fact, too pessimistic.
DWS Invest ESG Women for Women is managed exclusively by women and specifically targets the needs of women when selecting their investments.
At Aubrey we ended the year nearly three percentage points ahead of the benchmark, even though we did not invest in ‘reflation’ sectors.
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Ms. Falkman, who will be based in Zurich, joins Robeco from Swedbank Robur, where she was Senior Portfolio Manager for the Kapitalinvest equity strategy.
Tim brings with him 29 years of experience across the Environmental, Sustainability and Governance (ESG).
Anu Narula will become the fifth Equity Partner of the Group and the second from its Asset Management business line.
Charles Montanaro is our Fund Manager of the Month for the Month of January.
We wanted to chat to him to learn more about the strategy of the fund, its allocations, the sectors the fund is invested in, and which future investment opportunities he sees in the Emerging Markets.
Christophe Mallet is our Sales Manager of the Month for January.
Jean-Baptiste Fargeau, Fund Selector Manager at Banque de Luxembourg Investment, talked about inflation, and how this affects the way the asses the different markets for their portfolios.
Kees Verbaas is our Fund Selector of the Month for December.
To integrate the appropriate strategy into an existing portfolio, six steps are important in our view – which we describe in more detail in the following sections.
Achieving the SDGs and the Paris Agreement will require trillions of dollars in expenditure over the coming decade.
In our view, investors need to cut through the confusion around ESG in EM to access a rising sector with a compelling risk/reward profile.
Right now, the supply of physical goods continues to be strained and every major economy is experiencing problems transporting goods.
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