Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan.
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management
ESG considerations are integrated as part of our approach multi‐asset investing. Shane O’Brien, Senior Investment Director at Aviva Investors, explains how consistent engagement with a well‐known UK financial institution led to a positive commitment on climate change.