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ESG: where are the best opportunities?

Published by : Pictet

As we transition to a sustainable future, investment decisions will need to increasingly accommodate factors that relate to the environment, social impact and governance issues.

Published: 30 April 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

The digital transition has only just begun

Published by : Pictet

Sylvie Sejournet, manager of the Pictet-Digital fund, discusses the next evolution of the internet and why we are closer to a ‘Minority Report’ future than we think.

Published: 23 February 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Abbie Llewellyn-Waters: The death of diesel?

Published by : Jupiter

In this article, Abbie Llewellyn-Waters writes about how new technology is helping to address this problem, which in turn is creating a breadth of opportunities for investors.

Published: 01 December 2017

Business Area: Investments

Type: Other

China technology stocks, hype or long-term growth story?

Published by : Hermes Investment Management

In this video Gary Greenberg, Head of Emerging Markets and Clive Selman, Head of UK Wholesale, discuss China technology stocks and whether these are just hype or if there is a long-term growth story.

Published: 03 November 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Untapped value in Asia

Published by : Old Mutual Global Investors

Value stocks are unloved but for how much longer? Those investors who strongly believe in mean reversion must surely be questioning whether growth stocks have had their day, argues Josh Crabb, head of Asian equities.

Published: 30 October 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Fang Stocks Expose Blind Spots in Risk Models

Published by : AllianceBernstein

The investing industry is constantly devising new acronyms and buzzwords. Sometimes these can be dangerous. The rise of the FANG stocks highlights how clusters of stocks may create investing hazards that standard risk models struggle to detect.

Published: 04 October 2017

Business Area: Private Sector

Type: Other

Burned by the churn

Published by : Hermes Investment Management

More than half of today’s S&P 500 constituents are expected to be replaced in the next decade as technological disruptors erode profit margins. Here we ask: how can long-term investors in the US market ensure that their returns are not diminished by disruption?

Published: 29 September 2017

Business Area: US

Type: Other

How innovation paves the road to investment opportunity

Published by : Invesco

This paper examines the investment implications of one such game-changing innovation: autonomous driving technology and specifically driverless cars.

Published: 28 June 2017

Business Area: Pensions Management/Institutional Investment

Type: Portable Document Format (.pdf)

Rahul Narang: how to approach the fast-moving technology sector

Published by : Columbia Threadneedle Investments

The pace of technological innovation and disruption is accelerating; disruptive business models are emerging all the time, and the outlook for the sector is as robust as ever. Given how exciting these new themes are, it is important that investors be aware that mature technologies can present

Published: 26 April 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Iain Richards: Technology is bringing responsible investment into the mainstream

Published by : Columbia Threadneedle Investments

Intelligent use of technology is paving the way for mainstream application of Environmental, Social and Governance (or ESG) principles in asset management. The adoption of a systematic approach that exploits technology to create intuitive, evidence-based tools that can be integrated seamlessly into

Published: 22 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)