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 […]
Trump’s tariff rollout hits roadblock
market snapshot
Can Argentina reboot its crisis-ridden economy?
EMD report Q2 2025
Stocks soar on US-China tariffs pause
market snapshot
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 […]
Die Konturen einer neuen Handelswelt
Die kurzfristigen Bewegungen bei Aktien und Währungen haben die Märkte in einen Schockzustand versetzt und Investoren bemühen sich nun, die Zollnachrichten einzuordnen und das relative Wirtschaftswachstum sowie Gewinnschätzungen und den Marktzugang neu zu bewerten. Obwohl der Zollüberhang nicht verschwunden ist, sind wir dem Anfang vom Ende bereits viel näher. Die totale Marktunsicherheit wurde nun zumindest […]
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 […]
German spending bill bolsters Europe rebound
market snapshot
