The investment communications team’s Matthew Goodburn asks portfolio manager Ian Smith and global strategist Richard Bullock about the importance of thematic and sustainability considerations when investing in emerging markets.
This podcast was recorded on 11 November 2021.
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This is a financial promotion. Richard Bullock is an employee of BNY Mellon Investment Management Singapore and provides support to Newton Investment Management as a geopolitical strategist. These opinions should not be construed as investment or any other advice and are subject to change. This podcast is for information purposes only. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those countries or sectors.
Newton Investment Management Ltd will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed may vary depending on the asset class and strategy involved. The research team performs ESG Quality Reviews on equity securities prior to their addition to Newton Investment Management Limited’s Research Recommended List (RRL). ESG Quality Reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG Quality Reviews. Not all securities held by Newton Investment Management Limited’s strategies have an ESG Quality Review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG Quality Review before they are purchased for the first time.
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