Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
ESG
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Nomura AM hires CTI’s sustainable equity fund manager
Nick Henderson has 17 years’ experience running responsible investment strategies.
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Five themes for sustainable investment in 2026
Investors focused on stewardship, adaptation, AI, and whether we have reached peak anti-ESG.
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Study finds ESG resilience among Apac investors
Energy transition, nature-related issues and artificial intelligence (AI) are prominent investment themes, according to the Capital Group study.
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ESG funds suffer net outflows in Q3
Fixed income stood out as the only asset class gathering new money.
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Stewart Investors: Sustainability goes hand-in-hand with long-term investing
Sustainability is difficult to reconcile with short-term investing, according to Rob Harley, senior portfolio manager at Stewart Investors.
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MSCI Survey: financial asset prices don’t reflect climate risks
Yet, survey respondents recognise future impacts on economic activity and migration patterns.
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Capital Group: ESG holds steady in a volatile world
However, the rise of AI presents new ESG risks to investment, say respondents to a new study.
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Federated Hermes: ‘vested interests in Korea resist change’
Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
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Julius Baer partners with Cathay Pacific for sustainable aviation fuel in Asia
The Swiss private bank is collaborating with Cathay Pacific to promote more sustainable air travel.
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Robeco launches green bonds strategy
The High Income Green Bonds strategy is available for Hong Kong professional investors and Singapore accredited investors.
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Carmignac launches Article 9 tech fund
The fund will be managed by Kristofer Barrett.
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Allspring adds equity fund to climate transition suite
The Allspring Climate Transition Global Equity fund was previously known as the Allspring 2 Degree Global Equity fund, which launched in July 2021.
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Impax AM CEO prefers if ESG ‘sort of faded away’
Impax Asset Management founder and CEO Ian Simm tells FSA his firm is focused on the opportunities provided by the sustainable transition, rather than ESG issues.
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Fragile support for sustainable funds in Asia
Taiwan was the exception to the trend of net outflows from Asia ex-Japan sustainable funds in the first quarter of this year, Morningstar finds.
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AllianzGI: Stewardship in China is improving
Chris Liu, stewardship analyst at AllianzGI, explains why the lack of a stewardship code hasn’t held back progress in China.
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Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.