Andrew Pitts

More funds generating sustainable profits with principles? Yes, please

Public pressure and rising regulatory burdens are leading asset managers to pay increasing attention these days to the environmental, social and governance (ESG) qualities of the financial assets they invest in, from equities to bonds.

For most it has been more of a tick-box exercise than a fundamental part of their investment process. But Covid-19, the climate emergency and new EU regulations, albeit indirectly, will bring the ‘E’ and ‘S’ aspects of ESG further into the spotlight.

Money Observer Fund Awards 2020: the winners

Money Observer’s 2020 Fund Awards cover a choppy three-year performance period for global markets, culminating in the unprecedentedly rapid and deep crash of late February and the first three weeks of March. Only a small portion of the subsequent recovery in global equities and corporate bond markets is captured in the period to 31 March.

Fund and investment trust tips for the post-pandemic ‘new normal‘

What a welcome bounce-back stock markets have made since their mid-to-late March lows. In the UK, the FTSE 100 has put on 1,000 points from its low of just below 5000 – a gain of around 20%. But the cost has been a £24 billion hit to dividends from index heavyweights such as BT and Shell, with the pipeline also expected to run dry at fellow oil major BP before long as its debt ratios skyrocket.

Rated Funds to help investors navigate choppy waters

Extraordinary times call for extraordinary measures – and then some. In little more than a month, the fiscal and monetary measures to prop up economies and financial markets in the great coronavirus crisis (GCC) have already exceeded what was done during the global financial crisis (GFC) of 2008/09.

Coronavirus: will markets fall further, and should I buy, hold or sell?

Throwing a grenade into a bloodbath conjours visions of a gory scene from a Sam Peckinpah or Quentin Tarantino movie. But this was the apt analogy used by one financial analyst to describe Black Monday on 9 March. Global markets, having already executed one of the swiftest retreats since the Great Depression on Covid-19 fears – reacted violently to the oil price war launched by Saudi Arabia over the preceding weekend.