Equitorial: ESG is here to stay – and we’re better for it
Fast reading We first started researching environmental, social, and governance (ESG) factors in 2007, with the aim of establishing whether there was a relationship between ESG and performance. The first link was established in 2014, where our seminal research paper demonstrated that governance was additive to returns. Subsequent research over the intervening period established the […]
Can Argentina reboot its crisis-ridden economy?
EMD report Q2 2025
Global High Yield Credit Engagement* Annual Report, 2024
Turning engagement into meaningful change
A bunker for the trade war
President Trump’s tariffs have driven market volatility, as measured by the VIX, to levels not seen since the pandemic. Currently, there is a temporary pause on the tariffs (aside from a 10% rate) for every nation except China, but that is not stopping the market from reeling as the world’s two largest economies push tariffs […]
Global Equity ESG, Annual Report 2024
Fast reading Market and performance review, 2024 Engagement overview ESG outcomes Nature in focus: How we’re investing in biodiversity Case studies: Hitachi and Amazon Global Equity ESG, Annual Report 2024 Download Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now […]
The contours of a new trade landscape
Near-term equity and currency moves represent a short-term shock to the markets as the investment community digests the tariff news and reassesses relative economic growth, earnings estimates, and access to markets. While the tariff overhang has not disappeared, we are now much closer to the beginning of the end. Total market uncertainty has now been […]
Sustainable Global Equity Annual Report, 2024
Fast reading Investment review, 2024 Engagement overview Thematic focus: Financial inclusion (and why it’s a source of prosperity for all) Key holding examples: AIA Group, Mastercard, ICIC Bank Engagement case study: Credicorp Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, Annual Report […]
GenAI heralds potential revolution in productivity
Fast reading Productivity growth in advanced economies has declined to less than 1% in the aftermath of the 2008-09 financial crisis. In recent years, productivity growth in emerging economies has also been falling. Advancements in microchip technology, a rollout of cloud computing capabilities, and an increased awareness about the importance of data have the potential […]
360°, H1 2025:
Is the market pricing in a ‘Trump tantrum’ of its own?
Fiorino: Elementary
Solving the eurozone bank mystery
