Allspring Global

While equities have been the first stop for institutional investors trying to decarbonise their portfolios and back the transition to renewables, fixed income is the next lever they want to pull.

“If you don’t know where you are in a bear market, then you should be in the game… We get asked: ‘is it too late?’ Our view is that it’s never too late to think about defensive strategies.”

China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of opportunities.

Quantitative investment management has undergone a massive lift in profile in recent years, largely due to the rise of ETFs and smart-beta strategies. But the ‘new quants’, as they are being called, are going much further than that. While hardly new to the space, Harindra (Harin) de Silva, a lead portfolio manager at Allspring Global…