UK government woes continue to overshadow markets
market snapshot
Sustainable Global Equity, Q3 2022 report
Are global supply chains on the mend?
360°, Q3 2022
Rates, recovery, recession
SDG Engagement Equity Q3 2022 case study
ROIC
Expectations of Fed pivot begin to gain traction
market snapshot
SDG Engagement High Yield Credit Report, H1 2022
2022 H1 Report
SDG Engagement Equity Fund 2022 H1 Report
Steady progress
Fiorino: Can Europe’s banks withstand high-pressure energy disruption?
As Europe grapples with a gas crisis caused by the war in Ukraine, investors are facing up to a fundamental truth: energy is everything. Russia’s efforts to restrict, or cut off, the flow of natural gas to Europe via the Nord Stream 1 pipeline, which runs under the Baltic Sea from Russia to Germany, has […]
Markets on edge despite Bank of England intervention
market snapshot
They’ve got the power? European Utilities and the energy crisis
The threat to European consumers from soaring gas and electricity prices has dominated recent headlines and impacted bond prices, but informed discussion of the implications for Utilities companies has been lacking. The supply squeeze caused by the conflict in Ukraine, exacerbated by existing market design, has created three major potential issues for the Utilities sector, […]
