Emerging Market Debt
Global Investment Forum
International and Global
Market and Economic
David Rosenblatt, CFA®
Emerging Markets Team: LGM
Multi-Asset Solutions Team
Responsible Investing team
Optimism is suddenly everywhere – according to the pundits the ‘great rebound’ is underway and share markets are rejoicing – but we retain our customary caution.
In this episode of Sustainability Leaders we discuss the sea change that has taken place during the last 20 years of investor engagement.
As we turned the page on 2020, COVID-19 vaccines began to be rolled out while fiscal taps are flooding the economy with cash, notably in Canada and the U.S.
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
Vaccine developments have opened the door to market rotation toward cyclicals and value.
The US, UK, Euro Area and Japan all look to be headed for a very weak end to Q4, with some potential weakness dragging into Q1 of next year.
Dame Sally Davies and James Anderson join the Sustainability Leaders podcast to discuss the history of antibiotic use on humans, livestock and plants that brought us to our current crisis today.
We have strived to understand how our companies manage and promote equality and diversity across all levels of the organisation to support long-term financial performance.
This journey further into the digital world will certainly bring great benefits and opportunities – but not without significant risks.
David Sneyd is joined by Jo Raven from the FAIRR Initiative to discuss the progress that is already underway to create a more sustainable food production system, including the rise of alternative, plant-based proteins in the food supply chain.
Removal of U.S. political uncertainty and positive news on a COVID-19 vaccine should ensure a robust economic and earnings recovery in 2021 even though mobility is likely to be restrained this winter.
Election night clarity was probably too much to hope for.
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