Thomas Brown

1 month ago | pwmnet.com | Ali Al-Enazi |Thomas Brown |Jasper van Brakel

An increasing focus on impact investing is being identified by wealth managers, whose family clients seek to align private capital with measurable social progress. Wealth managers are seeing a growing demand for strategies that balance financial returns with social outcomes, often leveraging data-driven insights to guide investment decisions.

1 month ago | pwmnet.com | Elisa Trovato |Yuri Bender |Thomas Brown

Europe is looking increasingly attractive for portfolio investors previously biased to the US, but they must be prepared to act quickly in response to fast-changing political factors. Investor interest in European stocks is rising, driven by increased defence and infrastructure spending, hopes for a Russia-Ukraine resolution and post-war reconstruction.

1 month ago | pwmnet.com | Yuri Bender |Thomas Brown |Nigel Green |Ali Al-Enazi

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy. Benjamin HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“Global growth still seems to be resilient, despite uncertainties and the potentially stagflationary impact of tariff risks.

1 month ago | pwmnet.com | Thomas Brown |Jasper van Brakel |Gemma Livermore |Elliot Smither

Portfolio managers must increasingly be aware of geopolitical considerations and macroeconomic trends when constructing portfolios from energy companies. Donald Trump’s re-election to the White House might at first glance not seem an optimal outcome for investors in the transition to a more sustainable economy. Since taking office, the president has made clear his opposition to everything from energy-efficient lightbulbs to paper straws.

Aug 12, 2024 | theengineer.co.uk | Thomas Brown

Impax Environmental Markets plc (IEM) is a publicly traded investment trust. Since its launch in 2002, Impax’s portfolio managers have spent over two decades investing in companies producing innovative solutions to environmental challenges. Almost without exception, these businesses have engineering at their heart. The UK has a rich history of producing high quality engineering companies. From Halma to National Grid, many of them continue to occupy the FTSE 100 to this day.