Talking Heads

Being open to an inclusive growth approach goes hand in hand with a focus on long-term performance and contributes to a better climate for doing business and investment. As investment specialist Ramon Esteruelas and ESG research analyst Delphine Riou argue, it is also good for profitability and can help mitigate business risk. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Long-term growth trends and innovation continue to create demand for healthcare at a rate that exceeds the pace of economic growth. Jon Stephenson, portfolio manager for  healthcare stocks discusses the factors behind rising healthcare expenditure, the impact of the pandemic and the outlook for the sector. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Green bonds have grown and matured as a fixed-income segment over the past decade. The need for climate action has spurred a raft of green projects and activities that combat climate change and other environmental challenges and seek to contribute to a net zero world. Felipe Gordillo and Xuan Sheng Ou Yong answer four questions on this growing market and its outlook. Hosted by Ausha. See ausha.co/privacy-policy for more information.

The outlook for US interest rates is shifting towards a normalisation of central bank policy now that the economic recovery appears to be entrenched. Ken O’Donnell, head of short duration fixed income, discusses how investors could tackle this challenge.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

Asian equities rode high early in the year amid optimism over the recovery in China, the new US administration and improved relations with China, and the advent of vaccines. The outlook for investor flows into much of the region remains positive, even after a recent valuation-related setback.  Zhikai Chen, head of Asian equities, discusses the prospects for the asset class this year.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

Eliminating carbon dioxide emissions over the coming decades will require multi-billion dollar investments, as well as a wide range of efforts to reduce energy consumption, increase efficiency, electrify and decarbonise processes, and nurture alternative fuels to economic viability. As Thibaud Clisson, senior ESG analyst at our Sustainability centre explains, there are more and more technologies that put the challenging promise of net zero within reach.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Applying factors when selecting corporate bonds for investment helps build a portfolio with a performance that can be shown to be resilient when markets face rising interest rates and increased volatility. Olivier Laplenie and Charles Cresteil explain. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Bond investors may well need to change tack as they navigate a positive outlook for economic growth and the implications that currently has for fixed income returns. Alex Johnson, head of multi-strategy fixed income – absolute return, explains.Hosted by Ausha. See ausha.co/privacy-policy for more information.

The pandemic has led to greater awareness of environmental, social and governance (ESG) issues, both in a personal and business sense. This has reinforced the case for ESG investing as a way to do good while also targeting positive returns. Gabriel Wilson-Otto explains. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Massive financial support from governments and central banks during the lockdowns in 2020 underpinned valuations for European high-yield bonds. The secret to doing well this year will be a total return approach allied to a keen eye for pockets of value, argues high-yield bond portfolio manager Olivier Monnoyeur. Hosted by Ausha. See ausha.co/privacy-policy for more information.