Risks rise but markets hold steady

market snapshot
A bond market bruising

market snapshot
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
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. […]
The fossil fuel burnout

market snapshot
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