SDG Engagement Equity Q3 2023 case study
LKQ
SDG Engagement High Yield Credit, H1 2023 Report
In their latest report, our award-winning SDG Engagement High Yield Credit team explain what true engagement looks like. They provide an overview of recent performance and portfolio changes – along with a comprehensive breakdown of the shape of engagement in the first six months of the year. Fast reading: 101 of 121 companies engaged in […]
The ABS resurgence
Chartology
„Rising Stars“ trotz trüberer Aussichten
Tatsächlich war diese Gruppe bei der jüngsten Zählung ihren Pendants überlegen, die sich in die entgegengesetzte Richtung bewegen – die „Fallen Angels“1. Angesichts des breiteren Konjunkturausblicks überrascht dies. Eine straffere Politik hat zu höheren Kreditkosten geführt, und die Kreditvergabestandards haben sich verschärft. Hierdurch wurde das Kreditangebot gedrosselt und die Wirtschaftstätigkeit eingeschränkt. Tatsächlich hat der Internationale […]
At the crossroads
Market snapshot
Global Equity ESG, H1 2023 Report
The first half of 2023 offered investors a bumpy ride. Early optimism, driven by China’s economic reopening and signs of slowing inflation, received a boost from excitement around the potential of generative AI. While enthusiasm for mega cap AI-related stocks continued through to the second quarter, persistent inflation and a mini banking crisis muted expectations. […]
Why invest in emerging markets?
Recent headwinds should not detract from the long-term structural opportunity presented by emerging markets. Watch our video below to learn more about the case for investing in the world’s most dynamic centres of growth and to understand how our investment teams seek to mitigate risk with an integrated ESG approach. Please explore our website to […]
SDG Engagement Equity Report, H1 2023
Valued workforces drive outperformance
Euro-denominated short duration – only upside from here?
Chartology
Beijing faces limited options to tackle economic woes
A fixed income perspective
