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Outcomes

  • 01/12/2021
    Does the end of China’s love affair with property spell heartbreak for investors?
    Robin Usson
    Investors will be profoundly impacted by what the Chinese property sector does next
  • 17/11/2021
    An asset class at a crossroads: reshaping credit through ESG
    Mark Dove
    We outline our credit team’s ESG and engagement integration philosophy, and how the team is working to authentically integrate ESG into every step of its investment process.
  • 11/11/2021
    Reflecting on COP26
    Silvia Dall’Angelo
    Our investment and engagement teams reflect on COP26
  • 21/10/2021
    Inflation and supply chain disruption: Impact on corporate sectors
    Audra Stundziaite
    Inflation and supply chain disruptions, along with the moderating pace of the post-pandemic earnings recovery, have made us more cautious on corporate fundamentals as we enter Q3 reporting season
  • 18/10/2021
    Lessons from the EU: Development of the UK’s green taxonomy
    Kate Fowler
    The UK is in a strong position to leverage the significant effort that has gone into creating the EU Taxonomy, whilst adapting the framework to suit the UK market where necessary
  • 18/10/2021
    Global Equity ESG Fund: H1 Report, 2021
    Louise Dudley
    We continue to focus on the transition to a more sustainable economy, which we view as an exceptional market opportunity as awareness grows of sustainability issues and opportunities.