Content (7)
-
White papersClimate Action – two years on
Two years ago, L&G and AP7 partnered to invest in high emissions* companies and engaged with them to drive their emissions down over time, in an effort to combine climate impact with shareholder value creation. In this article, we reflect on successes and challenges over two years of engagement by the L&G team.
-
White papersEmerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios.
-
White papersEmerging market debt: investing at the cutting edge of global change
The emerging market debt (EMD) asset class has expanded dramatically over the past 30 years, when it consisted of a small set of countries in Asia, EMEA and Latin America. At the inception of JP Morgan’s sovereign index in 1995, there were eight countries with USD government bonds included. The investible universe now consists of 109 countries with bonds issued in hard and local currency by governments, quasi governments and corporates.
-
White papersAt a time of rapid global change, what does Asian EMD offer investors?
Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region. Here’s where we see the opportunity
-
White papersReframing the climate question
How should an investor balance a focus on reducing their climate impact with a desire for financial returns? And how does a company management team accommodate what can often be seen as competing demands?
-
White papersIndia: the emerging market outlier
Underlying economic factors make India an emerging market like no other.
-
White papersIndia’s time to shine
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the Bharatiya Janata Party (BJP) and consider how index inclusion could energise the country’s capital markets.
