“Sometimes, the market thinks we prioritise ESG factors above investment fundamentals,” says Perennial’s Emilie O’Neill. “But the reality is that it’s just another investment lens.”
While the market is broadly underweight China, South African-based Foord Asset Management is confident that President Xi Jinping’s economic plan for the country will bear fruit over time.
When Russia’s military poured over the Ukrainian border last week, the market sell-off was as predictable as the almost unanimous global condemnation of this naked aggression against a sovereign state. Stocks were sold off – the bellwether S&P500 is down nearly 10% in 2022 although this has also been prompted by fears of higher interest…
