Viewpoints

Short-term government bonds have enjoyed heightened levels of attention this year, but what will give fixed income investors that extra performance boost as the finish line for 2023 draws closer? Our Fixed Income Boutique’s corporate bond team shares five reasons why switching to actively managed investment grade bond funds could deliver that extra edge.

Financial return and positive impact are equally important in impact investing – but so is measurement.

After a multi-decade era of significant economic growth, China is now the second largest global economy and dominant in the MSCI emerging market index. How should emerging market equities investors balance this with the potential implications of recent economic and political moves out of Beijing and shifting demographic patterns?

We reap what we sow: the “double dividend” concept seeks to offer financial returns and a better tomorrow

Change rests in our hands. Impact investing is gaining in popularity as investors look for increasing sustainability in all areas of life. We share three reasons that institutional and professional investors told us keep them turning to impact.

Don’t fall prey to the myths surrounding impact investing.

For the world to meet net-zero targets, massive energy transition capital is required. Governments can’t fund this alone. Asset allocators have a role to play and impact investing will be key.

Asking the right question is a skill in itself. Read the FAQ seasoned investors ask our impact investing experts.

The Fixed Income Boutique’s emerging market debt franchise turns 10 this year. To celebrate this impressive milestone, our team leaders – Simon Lue-Fong, Luc D’hooge and Wouter van Overfelt – reflect on the past decade in emerging market bonds, make the case for active investing and look ahead to the next ten years.