ESG Materiality, Q4 2020
In the latest edition, we explore: How we engage with TSMC, the world’s largest semiconductor foundry A positive impact case study, focusing on portfolio holding Advantech ESG implications for emerging markets and our portfolio in a post-Trump world ESG Materiality, Q4 2020 Download Share:
Corporate Statement on Racial Equality
2020 will be etched in our memory forever. A year of societal upheaval whose repercussions will be felt long into the future. The pandemic has impacted everyone, but it has affected the disadvantaged and communities of colour disproportionately. Meanwhile, the protests following the death of George Floyd, and the soul searching that followed them, have […]
Biden time
ESG implications for emerging markets and our portfolio in a post-Trump world
Economic Outlook
2021 and beyond – a slow and winding road to economic recovery
Debt deliveries
US consumers bat on in fading light
ESG investing
How Covid-19 accelerated the social awakening
First in, first out
What next for China?
Real estate
Achieving net zero on behalf of our clients
Electric vehicles
Reaching a tipping point
Cautiously optimistic on US high yield
Looking back After being down more than 20% in late March, the high-yield market has continued to move higher in fits and starts and, for the year to date (as at 18 November 2020), is up 4.3% as measured by the Bloomberg Barclays US Corporate High Yield 2% Issuer Capped Index. There are reasons to […]
