Citywire: The Selection Show Citywire

2024 has been dubbed the year of the polls, with 50 countries holding elections and more than 2 billion voters heading to the polls, including in the US, UK, India, Mexico and South Africa.
Mike Coop, Morningstar’s chief investment officer for EMEA, discusses which are the most important election in his opinion and how investors can protect portfolios against political turbulence.
Topics discussed included what impact the UK and US elections might have, the key differences between Trump and Biden and why diversification is so important right now.

Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy.
With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grady has plenty to think about.
He spoke to Citywire Selector news editor Ian Heath about how 2023 panned out, what his expectations for the next 12 months are and his firm’s investment convictions.
Topics discussed included last year’s economic surprises, why Grady remains ‘very cautious’ on Chinese assets and a record number of the world’s population going to the polls in 2024.

PODCAST: Morningstar’s sustainability director Hortense Bioy on the importance of not losing sight of the 1.5C target

Morningstar’s Arthur Carabia and Lindsey Stewart speak to Citywire’s Krystle Higgins on what governments need to enforce to support the climate agenda at COP28. 
COP28 is a crucial landmark in the fight against climate change, and keeping the financial and corporate worlds on track to achieving net zero emissions.
Morningstar’s Arthur Carabia, director of ESG policy research and Lindsey Stewart, director of investment stewardship research join Citywire’s Krystle Higgins to speak about their COP28 regulatory wish lists, as well as why this COP is so important.
Also discussed in this episode are what this season's ESG proxy voting trends tell us about the mood music leading up to COP28, as well as the vital role stewardship plays in the path to net zero. 

With investors at their most excited about the Japanese equity market in decades, Citywire Selector spoke to the co-manager one of the best funds in the sector.
Citywire AAA-rated Ben Williams spoke to Selector news editor Ian Heath about why he thinks the turnaround in Japan’s fortunes is here to stay and what is driving this trend.
Topics included why Japan’s rally this year has differed from that of the US, the role Shinzo Abe played in reviving his country’s markets and how M&A reforms could drastically affect corporate culture in the Land of the Rising Sun.

The recent flare-up in violence in Israel and Gaza has shocked the world and is among a number of geopolitical threats faced right now.
 
Anna Rosenberg, who is the head of geopolitics at the Amundi Investment Institute, dropped in to speak to Selector news editor Ian Heath about these key issues and the risks investors need to be aware of. 
 
They discussed themes such as the stability of the Middle East region, the US-China rivalry and the political uncertainty we face in 2024 as several important elections loom.