Capital Group

ESG investment strategies are at their highest-ever penetration rate, with 90 per cent of global investors now on board, according to a new survey. And while greenwashing and data disclosure concerns remain, sustainability-minded investors are coming up with their own solutions for these challenges.

In these uncertain times, global asset manager Capital Group believes its important for advisers to step back and consider the long-term trends that are driving companies and markets. The team recently put together the ten most important themes for investors to consider in the year ahead.

Stylistic investing, or the concept of separating companies into arbitrary buckets due to the perceive growth, value or defensive characteristics tends to dominate discussions these days. Fundamental research and the many rules of thumb applied by investors were founded in a very different world where ‘cigar butt’ companies proliferated and the way we work wasn’t…