Shifting the spotlight

Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks. But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.

The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding National Instruments to create positive impacts on the environment.

The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Clear Harbors to create positive impacts on society.

Empty talk needs to be replaced with concrete agreements and targets, says Vicky Sins, climate and energy lead, World Benchmarking Alliance

People have woken up to the scale of change needed to address the climate crisis but it is institutional investors who hold the key, says Impact Investing Institute chief executive Sarah Gordon

Experts have identified the environmental damage caused by many of the world’s rich countries, but leaders are failing to budget to fix the problem