ESG investment is increasing in popularity, particularly among younger investors. According to several polls and studies, these investors are even willing to lose some yield if they believe they’re running a more environmental, social and governance-friendly portfolio.
Filipe R Costa outlines the state of the bond sector after the Federal Reserve pushed its rates to a 22-year-high.
Investors have been insanely optimist about the future, pushing the prices of megacaps like Apple, Amazon, Tesla and Nvidia massively higher in a short period. but where can investors really find value?
US markets are on a strong uptrend and megacap tech stocks are rising to unchartered territory.
Research over the past 10 to 15 years has shown that equal-weighting beats value-weighting outperforms a range of strategies.
Filipe R Costa looks at the hydrogen industry and why it is trading at a large discount against the highs seen in 2021.
Although current inflation levels are high, long-term inflation expectations remain steady at around 2%, causing the yield curve to invert to levels not seen in decades.
If there was a good time to seek for yield during the last few years, it is now. Since bottoming during the pandemic, bond yields have been rising quite fast.
The stock market is doing well this year, as investors are betting on a quick unwind of the current tightening cycle. But, there are many risks hovering around, particularly that of a recession and of interest rates remaining at high levels for longer than anticipated.
Over the last year, defensive stocks have done very well relative to the broad market. Sectors including Health Care, Utilities and Consumer Staples are among the winners in a market haunted by the fear of a global recession.
