Analysis

Mark Monfort and Nick James

… as Corona crisis forces investment data rethink

by Wietske Blees* Making well-informed investment decisions isn’t easy at the best of times but throw in a pandemic and a decade worth of quantitative easing that’s fuelling a growing disconnect between equity markets and underlying fundamentals, and reliably predicting

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David Scobie

Storm warning: Mercer on manager business risks

Fund manager business risks have spiked upwards during the coronavirus crisis with further fall-out likely as the shockwaves reverberate, according to a new paper by Mercer. The firm sees the possibility of casualties and M&A activity, but not yet a

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Amit Bouri

… as GIIN’s 10th survey supports ‘impact’ trend

by David Chaplin Almost all impact investors hit both monetary and non-financial targets in 2019, according to the 10th annual global survey of the sector. The Global Impact Investing Network (GIIN) survey of about 300 investors worldwide, including one in

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