IR+M: Portfolio Managers Lyniese Patterson and Ginny Schiappa discuss the high-yield corporate bond market. Amid record low yields, this asset class has received more attention due to its potential to increase the yield of fixed income allocations. IR+M believes there are attractive opportunities for a bottom-up security selector, while respecting the differences between investment grade … Continued
Casey Clark, Deputy CIO and Global Head of ESG Investments at Rockefeller Asset Management, discusses how climate change is transforming economies and markets, creating long-term opportunities for companies delivering products or services that help reduce greenhouse gas emissions and adapt to a changing climate. Climate Change – the Mega Trend Reshaping Economies & Markets
From Rockefeller Asset Management, ‘We’re delighted to have been shortlisted for the 2021 PRI Awards in the ESG incorporation initiative category with our project, “ESG Improvers – an alpha enhancing factor”. We believe that investors will increasingly differentiate between ESG Leaders and Improvers – firms showing the greatest improvement in their ESG footprint – and … Continued
‘There are elements of science and sequence, and also some “art.” Characteristics such as duration, key rate exposures, option-adjusted spread duration, yield, and tracking error are often targeted at the portfolio level, while the actual components – the underlying bonds themselves – can vary.’ Link: The Process (Portfolio Construction) – Income Research + Management
By Praveen Jagwani, CEO of UTI International: ‘India rising on global investment landscape. Get ready for a long equity rally’ Link: India – Well placed for a Multi-year rally
Clarity AI has been awarded first place for Impact Investing Platform of the year in the Environmental Finance IMPACT Awards 2021!!!
Incisive US Fixed Income analysis from Income Research + Management’s Sr PM Jake Remley: ‘Will the Real Rate Please Stand Up?’ ‘A heavyweight fight is brewing, and fixed-income investors sit ringside. Interest rate Bulls have the steepness of the yield curve, threats to global growth from COVID variants, and labor market slack in their corner. Interest rate Bears … Continued
Link: Rockefeller Mid-Year 2021 Update
Hyde Park Investment is proud to be representing Everwood Capital, a renewable infrastructure fund manager. They are currently on their Fund V Solar fund. Fund I, II and III raised E150m, Fund IV raised E300m. They have a strong local team with extensive investment and operational experience in infrastructure, M&A and photovoltaic power generation. They … Continued
Income Research + Management: Client Portfolio Manager Angela Meringoff, a fixed income investment manager, works with clients to negotiate investment guidelines that dictate how money is invested. Link: ..Rocky Road in a Waffle with Gummi Bears on Top