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

Leaves from the rainforest

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 […]

Spectrum Q3 2023: No robots were harmed in the making of this report

Red light

In a 1962 collection of short stories, sci-fi sage Arthur C Clarke postulated his third law, that “any sufficiently advanced technology is indistinguishable from magic”. Now, as we push through the second decade of the 21st century and into a future seemingly set up for AI, Clarke’s law appears more apt than ever. Through the […]

Sustainable fixed income: Five questions answered

Question one: How does engagement in fixed income work in practice? It’s a myth that engagement in the realm of fixed income is less effective than for equities. Our multi-decade experience of deep engagement with companies issuing debt illustrates this – and we have a solid track record that underlines how effective engagement can be […]

Impact Opportunities Equity, Q2 2023

Fast reading: Fears concerning the risks created by uncontrolled development of AI are understandable, however, they should not obscure the huge societal benefits the technology can offer. The health sector is one area where we see clear potential for AI to deliver positive impact. Digitally driven drug discovery will benefit society by unlocking solutions to […]

If you want to go far, go together

UK Nature Impact Strategy

Shifting the spotlight

The value of biodiversity

Protect, sustain, restore: Why the Amazon matters

Amazon forest

Acknowledgements: We would like to thank Dr Adriana De Palma, Dr Gareth E Thomas, Sara Contu, and Prof. Andy Purvis from the Natural History Museum for providing the data and analysis contained within this report. The Amazon rainforest, home to some 10% of known species on earth, is a lynchpin for global biodiversity. Here, the […]

Climate Change High Yield Credit Annual Report, 2022

Cracked dry earth

Fast reading As well as the usual performance and carbon footprint data, this latest report from the Climate Change High Yield team takes a close look at how the Carbon Disclosure Project (CPD) has helped increase the accountability of companies around the world as they report on sustainability. Elsewhere, we provide an overview of how […]

360°, Q3 2022

Mountain stream

Rates, recovery, recession