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Analysis

Michael Cirami

08 January 2021 • By Michael Cirami • 1 min read

Country selection key for EM debt in COVID-19 landscape

COVID-19 has changed the landscape for emerging markets, injecting a broad new dimension of pandemic-related economic uncertainty, writes Eaton Vance�...

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Michael Cirami

Platforms giving portfolio managers (and clients) an edge

Financial advisers and their clients are reaping the benefits of having enhanced capabilities such as managed portfolios and tax optimisation at their...

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Michael Cirami

Investment professionals with ESG skills demanding salary premiums

Sustainable investing has been accelerated by the COVID-19 pandemic, affirming a trend already underway, which is forcing asset managers to hire more ...

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Michael Cirami

Why ESG scores don’t tell the whole story

The market now views ESG as an enhancer of returns, but not all ESG metrics are created equal, writes Aviva Investors’ Richard Butters. Some ESG ...

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Michael Cirami

A push for more digitisation in Japan creates opportunities for investors

In a year of global uncertainty, investors seeking growth need to look beyond the usual suspects that make up international portfolios, and FSSA Inves...

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Michael Cirami

A new breed of defensive equities emerges

In the investing world, an unexpected development this year has been a serious re-examination of the notion of a “safe haven”.  In sailing par...

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Michael Cirami

Despite positive developments, uncertainties remain for financial markets

Markets are still underappreciating key elements of the recovery and the duration of immunity, so understanding how companies are positioning themsel...

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Michael Cirami

Vaccine rollouts create valuation gaps for investors

The timing of a sustainable rebound in global economic growth hangs on the successful rollout of coronavirus vaccines – opening a window for investo...

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Michael Cirami

Decoding China’s rate market conundrum

With China’s policymakers’ resolve to attract foreign capital to its onshore bond market and the country’s gradual inclusion in global bond indi...

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Michael Cirami

ESG engagement in fixed income: Our voices can be heard

Corporate activism is now a standard entry in the lexicon of financial markets. However, most people connect the term with equity investors due to the...

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