Wealth news and insights

Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. But should investors overlook active fund managers and which funds are best, active or passive?

In this article, Patrick Thomas, Head of ESG Investments looks at how diversity and inclusion can have a profound impact on investment returns, and how the COVID-19 crisis has revealed that these matter more than ever. 

In this video and article, Justin Oliver, Deputy Chief Investment Officer, International provides his latest thoughts on financial markets and the investment environment.

There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns. 

In our recent open call for clients and contacts, we asked our US-based Chief Market Strategist, Tony Dwyer to share his views on the US election as we face probably the most complicated election ever imagined. Our Chief Investment Officer, Michel Perera provided an overview of global markets including developments in China, Europe and the UK, particularly as Brexit looms.

While much is still unknown about what the future holds, our articles in the latest edition of News & Views demonstrate how we can help clients through these uncertain times in a balanced way. We cover a whole range of topics from Brexit and the US election, to investing in oncology and battery technology.