Volkswagen

A time of great change is upon global markets – and the ‘winners’ that everybody is backing might not be the winners at all. It’s essentially an orthodox view among fund managers that the incumbents in any industry will “win” the transition to green energy. After all, they already have the infrastructure in place, stable…

Whether or not we are witnessing the early stage of an end to the longest drought for value managers in history, history tells us that when the rains come, it will be a deluge. Recessions and their aftermath are particularly good for value managers. At a client webinar organised by global value manager Pzena Investment…

Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from companies that are either providing solutions to climate change or transitioning their business models for a low-carbon economy. The strategy is based on the firm’s European version of the fund. The Climate Transition Global Equity Fund, which…