From the category archives: Market Views

Market Views

ESG Pathway: The need for consistent language

One of the challenges the industry continues to face is the need for consistent language and terminology around ESG and Responsible investment. In the third event of the ESG Pathway series, we were joined by Jess Foulds, Policy Specialist at The Investment Association, who leads the policy work on Sustainability and Responsible investment. During the session, Jess outlined what The Investment Association have been doing in conjunction with the asset management industry to address the need for consistency in order to meet the forthcoming regulation.

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The Big Question: Is multi-asset more important than ever?

In the third interview of the series, we are turning to multi-asset with John Chatfeild-Roberts, Head of Strategy - Jupiter Merlin team at Jupiter Asset Management and Justin Onuekwusi, Head of Retail Multi-Asset Funds, Legal and General Investment Management.

In this short video, they explore the evolution of multi-asset and how it can stay relevant in the current fast paced environment. John and Justin continue to discuss how they are incorporating ESG and Responsible investment in their portfolios amidst the increasing demand in this area, as well as share their outlook for the markets.

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New Allianz Global Investors and AXA IM Talking Factsheets added to the Academy of Funds

We have added two new Talking Factsheet to the Square Mile Academy of Funds, featuring Square Mile's Senior Investment Research Analyst, Eduardo Sanchez, who reviews the objectives and risks and giving our views on the AXA Framlington UK Mid Cap and AXA Framlington UK Select Opportunities funds.

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IA Responsible Investment Framework

The Investment Association has recently launched the first industry-agreed framework for common approaches to responsible investment (“Responsible Investment Framework”). This Framework categorises, and provides standard definitions for, the different components of responsible investment. This report accompanies the Framework and is intended to provide context, guidance and uses for the Framework as well as outline next steps and raise outstanding questions.

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ESG: The adviser experience

Despite a rising interest in ESG and Responsible Investment across the investment industry, recent research carried out by Square Mile highlighted there is still much confusion and misinterpretation surround these trends and what they mean for the advice sector.

In Square Mile’s recent ESG Pathway events, in partnership with ESG Clarity, we were joined by two panels of advisers to discuss how they have started their journeys towards ESG integration and Responsible investment, the evolution of their client conversations and how to avoid ‘greenwashed’ funds.

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The Good Investment Review October 2020

As Good Money Week 2020 begins, the ninth Good Investment Review from 3D Investing and Good With Money highlights how sustainable funds have outperformed the sector average over the last five years – and in particular throughout the coronavirus pandemic.

Good Investment Review

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The Big Question: Value vs. growth, does style matter?

In the second edition of The Big Question, Square Mile’s newest video series focussing on the hot topics of the moment, we are tackling the ongoing debate within the industry aiming to answer the question, does style matter?

Square Mile’s Senior Investment Consultant, Jake Moeller, is discussing value versus growth with Nick Kirrage, Fund Manager and Co-Head of Value at Schroders, and Laurence Taylor, Portfolio Specialist of Equity at T Rowe Price. In this video, they explore these management styles, which underpins their processes and whether the great debate risks oversimplifying the drivers of share prices for investors.

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The Big Question: ESG, fad or future?

Introducing The Big Question - a new series of videos aiming to answer some of the burning questions of the moment with experts from across the investment industry.

In the first video of the series, Square Mile’s Senior Investment Consultant, Jake Moeller, is talking all things ESG and responsible investing with Veronique Chapplow, Investment Director at M&G, and Ned Salter, Head of Equity at Fidelity International.

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Changes to Square Mile's Academy of Funds

From 15th June 2020, the login requirement for the Academy of Funds will be removed and you will no longer need to sign into the Square Mile website to access our comprehensive fund research, adviser focussed content and independent thinking.

If you have opted in to receive regular updates from Square Mile, you will continue to receive our monthly newsletter and ad-hoc communications. You can unsubscribe from marketing at any time, by selecting the unsubscribe link in our communications, at which point we will not send any further marketing information to you.

If you do not currently receive Square Mile communications, you can opt in by subscribing to our updates here.

If you have any questions, please do not hesitate to contact us.

An update from Square Mile

In this short video, Square Mile's Managing Director, Richard Romer-Lee, provides an update on the business in these extraordinary and challenging times.

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