SDG Engagement High Yield Credit, H1 2023 Report
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 […]
The ABS resurgence
Chartology
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
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 […]
Identifying ‘rising stars’ amid a darkening fundamental outlook
Indeed, at the most recent count, this cohort outnumbered their counterparts going in the other direction – ‘fallen angels’1. This is surprising given the broader economic outlook. Tighter policy has raised the cost of borrowing, and lending standards have tightened – both of which have curtailed the supply of credit and constrained economic activity. Indeed, […]
At the crossroads
Market snapshot
Global Equity ESG, H1 2023 Report
The first half of 2023 offered investors a bumpy ride. Early optimism, driven by China’s economic reopening and signs of slowing inflation, received a boost from excitement around the potential of generative AI. While enthusiasm for mega cap AI-related stocks continued through to the second quarter, persistent inflation and a mini banking crisis muted expectations. […]
The fossil fuel burnout
market snapshot
Why invest in emerging markets?
Recent headwinds should not detract from the long-term structural opportunity presented by emerging markets. Watch our video below to learn more about the case for investing in the world’s most dynamic centres of growth and to understand how our investment teams seek to mitigate risk with an integrated ESG approach. Please explore our website to […]
In search of silver linings
Market snapshot
