Responsible investing – for future returns
5 July 2018
This time, in addition to portfolio positioning, our allocation insight focuses on responsible investing, which increasingly impacts investors' allocation and thus investment returns.
In June, we have gradually reduced the weight of emerging stock markets and increased the weight of European and American equities.
We also acquired yuan-denominated dim sum bonds. Dim sum bonds have a low correlation with, for example, euro zone and US bonds, which is why they improve the diversification of our fixed income investments.