14 December 2017: Sustainable performance
– The investment world has changed. There is now solid evidence that incorporating social responsibility into investment decisions does not sacrifice returns.
– A broader and deeper sustainable investment market means investors can have a diversified portfolio of sustainable assets, from green bonds to funds that buy stock in firms with strong environmental, social, and governance records.
– With more data available, investors are better able to engage with businesses to drive positive change as well as excess returns.
– We are opening an overweight in a basket of four high-yielding emerging market (EM) currencies versus a set of lower-yielding currencies, and an overweight in EM local currency bonds against high grade bonds.