Today, there are more robust and meaningful approaches—but fundamental insight still holds the key to interpreting the results.
The Jupiter Merlin team address how politicians are pursuing ‘net zero’ targets, and whether they’re being honest with electorates about the reality of getting there.
Lucy has 20 years of experience in the industry and joins UBS AM from TCorp, the financial markets partner of the New South Wales government in Australia, where she was Head of Investment Stewardship.
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.
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.
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.
Right now, the supply of physical goods continues to be strained and every major economy is experiencing problems transporting goods.