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Analysis

Bertrand Lecourt

19 January 2021 • By Bertrand Lecourt • 1 min read

The case for waste and water investing

With continuing growth in our world population, improving water and waste management is becoming a vital issue for governments and businesses to addre...

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Bertrand Lecourt

The most lucrative part of the journey lies in micro caps

Holding high-quality businesses for the long-term is something most investors have an appreciation for, and rightly so. However, we rarely hear about ...

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Bertrand Lecourt

3 lessons investors can learn from 2020

2020 has been a year for the history books, and investors have made their way through uncharted territory. While we may prefer to forget the trials of...

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Bertrand Lecourt

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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Bertrand Lecourt

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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Bertrand Lecourt

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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Bertrand Lecourt

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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Bertrand Lecourt

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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Bertrand Lecourt

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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Bertrand Lecourt

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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