I’m looking at these investment themes to build wealth in 2021

first_imgI’m looking at these investment themes to build wealth in 2021 Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Simply click below to discover how you can take advantage of this. Recently, I wrote about three big investment themes that I am looking to invest in for 2021. In this article, I’ll talk about another two that I am looking at for the coming year and beyond. Environmental, social, and corporate governance2020 was a big year for the ESG or sustainable investing theme. Huge amounts of money flowed into stocks and funds that scored well across the three central factors for measuring the sustainability and societal impact of investing. The pandemic’s imminent threat seems to have sharpened focus on longer-term issues like climate change. Questions surrounding the fair treatment of workers, both before and after hiring are growing louder.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…There are now requirements for fund managers to disclose how they incorporate ESG factors into their investment decisions. Also, individual companies are starting to report more on how they perform across the environmental, social, and corporate governance axis. ESG investing does appear to be coming of age.One way to play the ESG trend might be to exclude companies that don’t score well. As examples, think of oil & gas companies that are not transitioning to a renewable future, or perhaps fast fashion companies that score poorly for sustainability. Trying to buy companies that do well on ESG measures is the more obvious path. However, defining what falls under the umbrella of ESG and how to score companies is tricky. Instead, I prefer to buy sustainable funds, that have the resources and expertise to develop a robust framework for selecting ethical investments, to play this trend. As examples, Royal London Sustainable leaders and Liontrust Sustainable Future Growth are two funds that have performed strongly over the last 10 years.5G investment themeThe fifth-generation (5G) technology standard for broadband cellular networks means faster mobile (wireless) data speeds and greater capacity. Buying into telecommunications stocks might seem like the natural way to play the 5G investment theme. I am not so sure.The most bandwidth-taxing activities of your average mobile network Internet connection user are streaming music and video. 4G is enough for the average user for now. The average user will likely transition to 5G-capable devices when they need to upgrade their mobile phone, rather than because they want a 5G device. Yet Telecoms companies have, and will continue to bid for 5G bandwidth in auctions. They have to do this to stay with the rest of the pack.But, for some users now and an increasing number in the future, 5G does enable mobile online gaming, connected devices, crystal clear video conferencing from anywhere and augmented reality. I prefer to play the 5G trend by focusing on companies serving customers who want 5G right now.IQE makes compound semiconductor wafers that end up in integrated circuits. It sees market growth opportunities in 5G handset applications and 5G infrastructure. Concurrent Technologies makes embedded computer products for use in many applications. Communications with and between embedded devices is something that 5G is beneficial for. Smart cities and homes, or the Internet of Things will rely on embedded devices and speedy communication between them. Spirent Communications helps businesses develop and test their 5G networks and 5G capable devices, among other things. This is how I would look to play the 5G investment trend: looking for companies that benefit from incremental adoption of 5G technologies. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Image source: Getty Images Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee.center_img Our 6 ‘Best Buys Now’ Shares See all posts by James J. McCombie Enter Your Email Address James J. McCombie owns shares in Spirent Communications. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. James J. McCombie | Friday, 15th January, 2021 “This Stock Could Be Like Buying Amazon in 1997”last_img read more

People moves: Brookfield gets Carney; Redington completes board

first_imgRedington – The investment consultancy has appointed Phil Symes as its chief financial officer (CFO) and an executive director to its board, which is now complete. He took up the position on 21 August and will also become a member of Redington’s management team.Symes was most recently group CFO for the Cambridge Education Group. Before that he spent two years as an independent business consultant and 10 years as CFO for Visa Europe, including its sale to Visa Inc in 2016. Redington said he had significant experience of working for companies with private equity ownership, including Willis Group when it was owned by KKR. Redington this week also revealed that in July it had appointed Feifei Zhang as chair of its Chinese technology business, YuYuan Technology (Shanghai) Limited. YuYuan, which is headquartered in Shanghai, was originally incorporated into Redington’s technology business in 2018. Zhang joins from Mountain Creek Investment Management, where he is a founding Partner, chief strategy officer and head of Insurance and innovation. Previous roles include co-chief actuary at Fosun Insurance Group and actuarial practice lead at KPMG-China. Mercer – William Gibbons has been appointed principal in the consultancy’s insurance investment solutions business. He joins from PwC, where he advised insurers and other financial institutions on strategic asset allocation, investments, asset restructuring, liquidity, market risk and hedging. Prior to that, he was a director at Barclays Investment Bank, focusing on solutions for UK insurers. Neuberger Berman – The investment manager has appointed Gilles Drukier as head of insurance solutions for the EMEA region effective 3 August 2020.He joins from JP Morgan Asset Management, where he was managing director for its fixed income insurance and pensions solutions group. Prior to this, he worked for JP Morgan’s investment banking arm across a number of teams including its insurance strategic advisory group. Drukier’s previous experience also includes derivatives sales roles at Merrill Lynch and Goldman Sachs. GCM Grosvenor – The US-based global alternative asset manager has hired Pamela Bentley as managing director of finance from October ahead of her assuming the role of chief financial officer effective 1 January 2021. Bentley joins GCM Grosvenor after 15 years with The Carlyle Group, where in her most recent role she served as the chief accounting officer and managing director. She previously held senior finance roles at Transaction Network Services, Inc. and prior to that worked for Arthur Andersen. Schroders – Matthew Dobbs will retire from fund management next year after almost 40 years at Schroders, which said it had been planning a long-term succession strategy for Dobbs, who had been instrumental in helping to build its Asian equity and global small companies businesses, for a number of years.He will be handing over portfolio management responsibilities for his Asia funds to Richard Sennitt, supported by Abbas Barkhordar, and his global and international small cap funds to Bob Kaynor, Luke Biermann and Alex Deane.Chris Taylor will be taking on the role of head of global and international small companies, covering strategic management responsibilities for the team.Rory Bateman, Schroders’ head of equities, said: “We would like to thank Matthew for his outstanding commitment and service to Schroders, which has resulted in him helping to develop two businesses, which will soon be passed on to the next generation of highly-talented Schroders’ investors.” Brookfield, Redington, Neuberger Berman, Mercer, GCM Grosvenor, SchrodersBrookfield – Mark Carney, the former governor of the Bank of England, has joined the alternatives asset manager as vice-chair and head of environment, social and governance and impact fund investing. Brookfield said Carney will help push the firm’s renewable investing efforts to combine better long-term outcomes for society with strong risk-adjusted returns. He will expand on Brookfield’s existing strengths in ESG investing with the development of a group of funds that will work to combine positive social and environmental outcomes with strong risk-adjusted returns for investors.Carney, who is now UN special envoy for climate action and finance, served as the governor of the Bank of England from 2013 to 2020. In addition, he served as first vice-chair of the European Systemic Risk Board and remains a member of the Group of Thirty and the foundation board of the World Economic Forum. Prior to his tenure as governor of the Bank of England, he served as the governor of the Bank of Canada and chairman of its board of directors. Carney was chair of the G20’s financial stability board from 2011-2018, where he oversaw the reform of the global financial system. last_img read more

Neymar: I’m not a machine

first_imgSantos star Neymar has once more voiced his dismay with the way he was treated during Brazil’s 1-0 international friendly win over South Africa on Friday.The tricky attacker was booed by his own fans as the Selecao struggled to impress against the 2010 World Cup hosts, and Neymar feels that people are perhaps expecting too much of him.“I felt sick because of what happened against South Africa. I am not a machine,” he was quoted as saying by Globo Esporte.“I was exhausted after Friday’s match, both physically and mentally.“I just want to keep on playing and help Santos and the national team.”Brazil will be looking to improve on Friday’s performance in the upcoming friendly against China on September 11.last_img read more