(1) Why do we need another Climate solution?
We do not really. But we do need core equity allocations to start integrating climate considerations into their investment processes.
Whilst we do not dispute the importance of thematic climate funds offering exposure
Wells Fargo Asset Management Launches Climate Transition Credit Strategy
Wells Fargo Asset Management (WFAM) today announced the launch of its Climate Transition Global Investment Grade Credit to help investors simultaneously achieve their climate and financial… Read more
The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. … Read more
Since last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more
Governments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more