Protect, sustain, restore: Why the Amazon matters

Amazon forest

Acknowledgements: We would like to thank Dr Adriana De Palma, Dr Gareth E Thomas, Sara Contu, and Prof. Andy Purvis from the Natural History Museum for providing the data and analysis contained within this report. The Amazon rainforest, home to some 10% of known species on earth, is a lynchpin for global biodiversity. Here, the […]

Spectrum, Q4 2022

Inflation, one year on

Climate Change High Yield Credit Annual Report, 2022

Cracked dry earth

Fast reading As well as the usual performance and carbon footprint data, this latest report from the Climate Change High Yield team takes a close look at how the Carbon Disclosure Project (CPD) has helped increase the accountability of companies around the world as they report on sustainability. Elsewhere, we provide an overview of how […]

India’s star shines as stocks reach an all-time high

market snapshot

China enters ‘new phase’ of Covid recovery following civil unrest

market snapshot

Fiorino: Leverage will tear us apart, again

A sculpture depicting an ancient animal

On November 8, the blood moon eclipse pushed more earthbound topics – such as war, inflation and near collapse of the UK financial system – momentarily to the sidelines as people around the world paused to marvel at the blushed red hues of our nearest celestial neighbour. Some may have gazed up and wondered how […]

ESG Materiality, Q4 2022

Big city with enourmous mountains in the background

Key voting season trends in emerging markets

Has the dollar hit its high-water mark?

a pile of $100 bills

market snapshot

Emerging market debt: Darkest before dawn

Within the fixed income spectrum, EMD offers particularly compelling value on account of already having priced in much of the risk that other asset classes must negotiate in the year to come. Following the bruising sell-off in the first six months of the year, 20% of the EMD universe trades at over 1000bps in spread […]

Sustainable Global Equity Report, Q4 2022

The inflation game-changer