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.
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Eurozone and US inflation-linked bonds and Chinese sovereigns have emerged as the top performing fixed-income assets in 2021, with their returns highlighting distinct differences in policy regimes between G7 countries and China.
While few would question the importance of applying ESG considerations to government bond allocations, there’s a continuing philosophical debate about how best to do it. ESG integration in a global sovereign portfolio can present significant challenges—and come with several tradeoffs—so it’s perhaps not surprising that no consensus has been reached on the complex issue of how to approach it.
We’ve written before about the negative impact of home bias in equity investments for global pension schemes. In a nutshell, being overweight local stocks has hampered institutional investors’ returns in every country we analyzed over a last decade, with the notable exception of the US.
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