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After the historical news on inflation in the Eurozone, we have received some insights and commentaries from professionals within the asset manager industry.
On this occasion we have chosen to analyse the two US Large-Cap Equities in this month’s SharingAlpha data from different categories, Polen Capital Focus US Growth Fund and Robeco BP US Premium Equities.
We believe that the green bond premium—already significant in some fixed income markets—is set to expand further, driven by increasing investor interest and a supportive regulatory environment.
The chairman of the fed, has acknowledged that, in fact, inflation is proving to be more persistent than expected, and therefore, not transitory anymore.
Insights
Clean technologies like those involved in renewable energy production, energy storage, smart grid implementation, energy efficiency, and pollution-reduction are essential to tackling negative environmental impacts like climate change.
We are concerned about the human toll and expect renewed restrictions on activity. We still favor equities for now, but would change our stance if vaccines or were to prove futile.
We believe that it’s critical to have a clear idea of corporate best practices in managing modern slavery risk when engaging with companies.
Rollo Roscow is our Fund Manager of the month for the month of December.
Pierre Bermond talks about how ESG is transforming the asset management industry and the dangers of Greenwashing.
The SharingAlpha initiative gives us the possibility to find out which fund managers and funds are preferred by European advisors and fund selectors.
Themes
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