
Years in the bond markets: 2
Specialist subjects: Macroeconomics
Likes: Travelling, skiing, theatre
Heroes: Fyodor Dostoevsky, Elena Ferrante, Bryan Cranston
Years in the bond markets: 2
Specialist subjects: Macroeconomics
Likes: Travelling, skiing, theatre
Heroes: Fyodor Dostoevsky, Elena Ferrante, Bryan Cranston
This month will see a significant step forward in the evolution of ESG (environmental, social and governance factors) as a part of fixed income investing, with the launch of the iTraxx MSCI ESG Screened Europe CDS (credit default swap) index. The past few years have seen a noticeable acceleration in investors’ ESG awareness, driven to varying extents by social conscience and evidence that ESG …
Read the articleHaving lagged the broader market somewhat last year, US banks are expected to see revenue gains in 2018 as interest rates continue their rise. By contrast, the picture in Europe is less rosy, and earnings catalysts remain hard to find.
Stephanie Betts, an investment specialist in M&G’s equities team, joined me this morning to discuss prospects for bond and equity investors. Tune in to hear us d…
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