In this month’s Hub News, Square Mile and LGIM look at how advisers might go about selecting them and the risks inherent in doing so. We also showcase new funds coming to market, including the Aviva Investors Sustainable Income and Growth Fund.
A focus on ESG is just one way in which markets are becoming more thematic. There are a number of pressing global trends that are increasingly difficult to ignore. Schroders discusses how an awareness of these factors informs its stockpicking, helping it target new and exciting companies, while avoiding those likely to be disrupted.
We also tackle subjects as diverse as China, Asian income, emerging market bonds and the importance of the millennial pound. The team on the Investec Diversifi ed Income Fund explains why protecting against falls can be just as important as generating high returns, while Invesco discusses its new model portfolio service.