Square Mile Investment Consulting & Research Limited

Capital at risk. For professional investors only. Previous rate-cutting cycles have seen the Bank of England pushing interest rates significantly lower than investors initially expected. If that pattern is repeated, it would offer powerful support to bond prices. https://arte.fund/hftwrw #interestrates #bonds #activeinvestors #BankofEngland

In case you missed it: The Good Investment Review 2024 looks at the latest trends and insights in responsible investing. Our contributors spotlight the companies leading the way and reinforce the importance of staying committed to sustainable investment strategies. 🚀 Highlights from our contributors: abrdn: Impact as a lens for returns generation👉 https://loom.ly/-7jl7WI Aegon Asset Management: Sustainable Investing: Why cycles don’t mean structural shifts 👉 https://loom.ly/MvGMv7I Baillie Gifford: Addressing climate challenges with AI 👉 https://loom.ly/TRnupHo Guinness Global Investors: Investing in the energy transition 👉 https://loom.ly/0mT-PTI Liontrust Asset Management PLC: Building better cities for growth and sustainability 👉 https://loom.ly/rv6BTEc M&G Investments: The role of engagements and investor additionality in impact investing 👉 https://loom.ly/Tnd6x8o Rathbones Group Plc: Power to the people 👉 https://loom.ly/hkA0Kdw Schroders: How your investments can change companies for the better 👉 https://loom.ly/fUZ1gh4 Wellington Management: The value in valuing employees 👉 https://loom.ly/Deaaoh8 📖 Read the full review here: https://loom.ly/PLaIu4g #ResponsibleInvestment #SustainableInvesting #ESG #ImpactInvesting #GoodInvestmentReview #SquareMileResearch

🔟reasons to allocate to emerging markets... Cheap valuations, low correlations and faster growth remain the primary justifications for exposure to emerging market (EM) equities. 2024 GDP growth estimates for EM are higher than developed markets and the picture should improve as monetary policy eases. However, Nicholas Smithie, ACA, CFA International and the Redwheel Emerging and Frontier markets team believe that a powerful combination of additional catalysts support the case for increasing allocations to EM, including rising commodity prices, the end of deflation and economic reforms. Read their latest piece to find out more: https://lnkd.in/gQbBsCXd #emergingmarkets #investing #equities For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

In case you missed it, RBC BlueBay Asset Management's Tom Mould and My-Linh Ngo sat down with James (Jock) Glover to discuss: 👉 Misconceptions surrounding sustainable fixed income investing. 👉 The rigorous standards set for the BlueBay Impact-Aligned Bond Fund. 👉 Balancing environmental and social benefits with transparency. This episode offers valuable insights from the team behind the Responsible Positive Prospect Rated BlueBay Impact-Aligned Bond Fund. Perfect for those looking to deepen their understanding of responsible fixed income investing! Listen to the full episode here: https://loom.ly/dWI2thA #ResponsibleInvesting #ImpactInvesting #SustainableFinance #DebtInvestors #SquareMileResearch

We're in a period of heightened market volatility, driven by several key factors: 👉 Monetary policy shifts: Interest rate changes in Japan and the UK are sparking concerns about economic slowdowns, leading to market fluctuations. 👉 US tech weakness: Disappointing earnings from major US tech companies have amplified fears of a broader downturn, impacting global markets, especially in Asia. 👉 Geopolitical tensions: Rising conflicts in the Middle East are further unsettling markets and could affect global trade. 💡 Stay the course: Maintaining a long-term perspective and a diversified portfolio can help manage risk and reduce volatility during these challenging times. Find out more from our investment team on navigating turbulence in the market: https://loom.ly/ZLDDG8w #MarketVolatility #InvestmentStrategy #GlobalEconomy #Diversification #LongTermInvesting #SquareMile

In the wake of Labour’s election victory, the #JupiterMerlin team assess what went wrong for the Conservatives and ask whether the party can regroup in order to form an effective opposition. Read their latest article: https://lnkd.in/gYKaipDx #JupiterAM

In case you've missed... Eduardo Sánchez Alonso, CFA, CAIA, Square Mile's Associate Research Director for Fixed Income, Alternatives & Multi-Asset, hosted an insightful discussion with Stuart Edwards from Invesco Ltd., Nicholas Ware Janus Henderson Investors, and Nicola Mai PIMCO for "A Spotlight On" panel. The experts discussed: 👉 How they have been managing volatile interest rates in their portfolios over the last year. 👉 Which regions they think present the most attractive opportunities for the asset class. 👉 Divulge their favourite part of the credit market. Catch the full discussion and gain valuable insights into the fixed income landscape in 2024! https://loom.ly/iLe0CPs #FixedIncome #InvestmentStrategy #SquareMileResearch #Invesco #JanusHendersonInvestors #PIMCO #CreditMarkets #Webinar

Going for gold in sustainable investing 🏅 The games of the XXIII Olympiad are well underway, so we've asked Jake Moeller and our research team to share their 'winners' when it comes to sustainable investing. They've chosen some of the funds that have been awarded a prestigious 3D Gold medal for their exceptional adherence to Square Mile's "Doing Good," "Avoiding Harm," and "Leading Change" framework. 👉 M&G plc Positive Impact Fund: A champion in driving measurable, positive impact while maintaining robust fundamentals. 👉 Montanaro Asset Management Better World Fund: Focuses on high-quality companies aligned with the UN Sustainable Development Goals. 👉 Goldman Sachs Green Bond Fund: Pioneering green bonds, with rigorous screening against ICMA principles. 👉 WHEB Sustainability Fund: Invests in companies providing solutions to sustainability challenges across nine key themes. 🌱 These are some of the funds our research team think are setting the pace for sustainable investing; click the link to find out why: https://loom.ly/dCt2vRI #SustainableInvesting #ResponsibleInvestment #ImpactInvesting #SquareMileResearch #3DFundAnalysis

The Bank of England has cut rates to 5% - cash is no longer king. Is now the time to consider elevated bond yields? Watch our video on how current starting yields in fixed income can potentially deliver multi-year returns. https://pim.co/csx7n0ta #InterestRates #BoE

Richard Romer-Lee talks to Cityhive about how #consumerduty is setting the standard for accountability and transparency, when it comes to supporting our clients.