Short termism has had an increasing influence over investment decisions. Here, CEO Andreas Utermann argues that ESG gives managers an opportunity to refocus on the longer term – which can also increase the chance of outperformance.
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Investors have benefited from an extended bull market in equities and bonds, but lower real returns are expected in coming years. CEO Andreas Utermann says the alpha that active managers could generate will be vital in protecting against inflation and delivering returns.