The case for equally weighting stock positions in a portfolio Ian Mortimer and Matthew Page of Guinness Asset Management summarise what they consider to be the significant advantages of having... Ian Mortimer Co-manager of the Guinness Global Equity Income Fund Guinness Asset Management Matthew Page Co-manager of the Guinness Global Equity Income Fund Guinness Asset Management June 1, 2021 Focus London CIV unveils equity fund with ESG edge London Collective Investment Vehicle (CIV) has launched a global equity fund integrating environmental, social and governance (ESG) principles, alongside Morgan... December 1, 2020 News ESG inflows surge post-pandemic ESG equity funds enjoyed record inflows in July, bucking negative sentiment towards broader equity strategies. Inflows into ESG funds grew to... October 1, 2020 News Global equities stage second quarter rally US and European equities posted a sharp recovery during the second quarter, buoyed by fiscal and monetary stimulus. The S&P 500... August 1, 2020 News Values versus valuations James Sparshott and Iancu Daramus of Legal & General Investment Management discuss how the financial materiality of ESG issues may... James Sparshott Head of Local Authorities Legal & General Investment Management Iancu Daramus Senior Sustainability Analyst, Investment Stewardship Legal & General Investment Management June 1, 2020 Focus Global equity markets whipsaw but there may be opportunities Emma Powell considers the fluctuations in global equity markets and shares the views of some practitioners that, despite the current... Emma Powell LAPF Investments June 1, 2020 Focus No normal cycle, no normal recession Laurence Taylor of T. Rowe Price identifies some implications, both short-term and long-term, of the Covid-19 pandemic and gives advice... Laurence Taylor Portfolio Specialist, Global Equities T. Rowe Price June 1, 2020 Focus What role does ESG have in a global equity portfolio? Stephen Hearle of Nordea Asset Management UK explains how to evaluate the three ESG dimensions and assesses their respective effects... Stephen Hearle Co-Head of Institutional & Wholesale Distribution Nordea Asset Management UK June 1, 2020 Focus Harnessing investment themes to identify long-term returns Paul Markham of Newton Investment Management describes how a thematic approach to investment can help identify investment ideas capable of... Paul Markham Portfolio Manager, Equity Opportunities Team Newton Investment Management June 1, 2020 Focus Uncovering future quality in healthcare Greig Bryson of Nikko Asset Management highlights the investment opportunities provided by the firms developing new technologies that would make... Greig Bryson Portfolio Manager – Global Equity Team Nikko Asset Management June 1, 2020 Focus