Earnings forecasts for 2020 have been slashed and widespread profit recessions are now the consensus view. But this looks to be only the beginning of the downhill journey for earnings forecasts.
Read the full blog post now at the link below
FTSE Russell
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BlogThe boundaries of sustainable investment
For many investors, sustainable investment (SI) is still about setting the limits of the universe of stocks or bonds in a portfolio.
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Blog
The Emerging Market crisis that never was
Emerging markets (EM) have been regarded as a high risk, and predominantly risk-on asset class, when the Covid crisis occurred in Q1, 2020. Fears centred on the risks of deep contagion across the asset class, characteristic of previous crises in the late-1990s, and during the GFC, should cross-border capital flows collapse, after Lockdowns and extreme risk aversion.
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Blog
Playing defense: comparing US large cap volatility strategies
After a protracted period of calm, volatility returned to markets in 2022—and has proven it’s here to stay in 2023. Investors are now looking to position portfolios for a potentially bumpy road ahead, leading to renewed interest in defensive strategies.
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