Renewables: winds of change

2024 Outlook

Biodiversity investing: three drivers of alpha

For glass-half-full enthusiasts, a scan of recent headlines about the health of our planet makes for grim reading. Not only was September the warmest on record, but the northern hemisphere experienced its hottest summer since records began. Globally in 2023, the world is on track for temperatures far in excess of the long-term annual average.1 […]

SDG Engagement Equity Q3 2023 case study

LKQ

SDG Engagement High Yield Credit, H1 2023 Report

Stone circle on the water

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 […]

Impact Opportunities, Annual Report 2022

Fast reading: Thematic focus #1: Clean water and sanitation for all. Thematic focus #2: Future Mobility – navigating the road ahead for EVs. Impact and performance metrics: All of the strategy’s holdings fit into one or more of nine themes aligned with the UN Sustainable Development Goals (SDGs). In this report we delve into each […]

Biodiversity Equity, Annual report 2022-3

Leaves from the rainforest

Fast reading: Rainforests are biodiversity hotspots. When forests are lost or degraded, it sets off a series of changes that affect life both locally and around the world. While large-scale farming operations in cleared areas of rainforest are the primary culprit, there is evidence to suggest smaller environmentally-friendly agricultural methods can effectively replace existing commercial […]

Spectrum Q3 2023: No robots were harmed in the making of this report

Red light

In a 1962 collection of short stories, sci-fi sage Arthur C Clarke postulated his third law, that “any sufficiently advanced technology is indistinguishable from magic”. Now, as we push through the second decade of the 21st century and into a future seemingly set up for AI, Clarke’s law appears more apt than ever. Through the […]

Sustainable fixed income: Five questions answered

Question one: How does engagement in fixed income work in practice? It’s a myth that engagement in the realm of fixed income is less effective than for equities. Our multi-decade experience of deep engagement with companies issuing debt illustrates this – and we have a solid track record that underlines how effective engagement can be […]

SDG Engagement Equity Q2 2023 case study

Flow pipes and valves

Aalberts

If you want to go far, go together

UK Nature Impact Strategy