“This is about embedding the interest of society alongside the interest of investors. Companies that abuse the environment, treat staff poorly, damage the fabric of society, will, in a timeframe, be challenged by the regulators and deserted by customers. Therefore, considerations of these material factors must be part of any credible long-term investment research process.”

Despite the challenges responsible investment funds have faced in the half of 2022, interest and demand has not waned. In this panel from Responsible Pathway Live, we explored what responsible investment looks like in practice, how to identify the right securities, the role of metrics in understanding sustainability, engagement in sovereign bonds and more. Hear from our three experts in the recording below.

• Brunno Maradei, Global head of responsible investment at Aegon Asset Management
• Ella Hoxha, Senior investment manager at Pictet Asset Management
• Marianne Harper Gow, ESG specialist at Baillie Gifford

For more information: https://www.squaremileresearch.com/Insights-Resources/Articles/ArticleID/252/What-does-responsible-investment-mean-in-practice

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Fixed income has traditionally been seen as a safe haven asset, acting as a diversifier to protect returns when markets sell off. That, however, has most certainly not been the case over recent months, whereby we have experienced one of the toughest periods on record for the asset class as central banks attempt to deal with the elevated levels of inflation.

In this month’s episode, Head of Fixed Income and Absolute Return Research, Eduardo Sanchez, speaks with two experts in fixed income – John Pattullo, Head of Strategic Fixed Income and Portfolio Manager at Janus Henderson and Stuart Edwards, Fund Manager at Invesco. In this 25-minute episode, they discuss:

• The role of fixed income in the current market environment, and whether it can act as a safe haven once more.
• If central banks can control inflation, or whether it’s too late and the potential risk of recession.
• How they are positioning portfolios amidst this backdrop and the opportunities for the asset class moving forward.

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The global backdrop over the last few weeks has been almost the been the perfect storm for markets, with rising interest rates, weak supply chains, rising energy prices and, of course, the dreadful situation in the Ukraine. Combine that with the savage rotation within styles and we may be witnessing one of the toughest market backdrops in a long time over the first quarter of 2022.

Drawing on the expertise of Square Mile's research team, in this episode of the Talking Research podcast, we will be discussing this current market environment, exploring:

• The impact of rising inflation
• Whether we should expect a recession imminently
• The improved durability of dividends in global equities

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How concerned should investors be about the current conflict between Russia and Ukraine? Do we need to worry about government debt? Have central bankers contributed to inflation? What does this mean for portfolio allocations? 

Mark Harries, CIO at Square Mile, is joined by two market strategists to discuss the challenges facing investors in the current market environment – Hugh Gimber, Global Market Strategist at JP Morgan Asset Management and Simona Gambarini, Executive Director, Senior Market Strategist at Goldman Sachs Asset Management.

This podcast was recorded on 27th January 2022.

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In the final quarter of 2021, we saw US equities dominate markets, value continue to outperform and more muted portfolio activity from some of the fund managers we speak with, whilst inflation remained a hot topic and concerns around the omicron variant persisted. In this episode, Square Mile's research team share insight on what they heard from fund managers over the last quarter of the year, highlighting the key narratives driving portfolio positioning and what investors may need to consider for 2022.

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Inflation remains headline news, and last week saw UK inflation surge to its highest level for a decade, hitting 4.2% in October. The longevity of the elevated inflation continues to be a hot topic of debate across the market, but how does this play out in the global bond markets, where are the opportunities for bond investors and what is the outlook for the years to come?

In this episode of Talking Research, we discuss the role of fixed income in the changing market environment with three fixed income experts, Ben Lord, Fund Manager at M&G Investments, John Pattullo, Co-Head of Strategic Fixed Income at Janus Henderson and Tina Adatia, Executive Vice President, Fixed Income Strategist at PIMCO.

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As Responsible Investment continues to take centre stage, we are excited to announce that we have a new dedicated mini-series, discussing all things Responsible.

In the first episode, Eduardo Sanchez, Investment Research Analyst, discusses the benefits of Green Bonds with Paul Skinner from Wellington, David Katimbo-Mugwanya from EdenTree and Simon Bond from Colombia Threadneedle. Hear from the experts as they describe how Green bonds fit into portfolios and the type of projects they can support.

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There has been plenty going on in markets over the last quarter - ongoing concerns around inflation, the spread of the delta variant causing unease, concerns around China and supply chain disruption, to name a few. In this month's episode, Square Mile's research team share insight into the thinking of fund managers across the industry, offering key trends and observations across four key asset classes: passives, global equities, european equities, and fixed income.

Hear from Tom Poulter, Head of Quantitative Research, Ajay Vaid, Investment Research Analyst, Amaya Assan, Head of Fund Origination and Tom Archer, Investment Research Analyst, in this latest episode.

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In this month's Talking Research podcast, Square Mile's Responsible Investment Analyst, Anna Mercer is talking sustainability, from how it can be defined to what engagement look likes to the potential trade offs or challenges that investors may come across and what the future sustainable economy may look like.

Hear from three industry experts who will be sharing their insight and expertise on this fascinating area of the investment universe. This episode features Rob Harley, Portfolio Manager, Sustainable Funds Group at Stewart Investors, Paul Skinner, Investment Director at Wellington Management and Martyn Jones, Fund Manager within the Sustainable Investment Team at Liontrust.

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What is the global inflation backdrop? How are companies reacting to higher inflation? How does the UK compare to its international peers?

In this month's episode, Square Mile's Chief Investment Officer, Mark Harries explores these questions and more with James Ashley, Head of International Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at JP Morgan Asset Management.

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