Portfolio Manager, Blair Campbell, offers some consideration for ESG investing after the Trump administration. While Biden campaigned with a progressive agenda for environmental concerns, deciding which sectors and industries will render the rewards remains the difficulty.
Shaun McDade, Head of International Portfolio Management, unpacks how COVID-19 has impacted the property sector and highlights how it could be changed indefinitely as companies embrace work from home policies.
During times of market stress, it is important to evaluate and analyse what the opportunity set looks like going forward. This article looks at the opportunities the current market turmoil will unlock.
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