A sea change for global shipping
Infrastructure case study
The COP conundrum
We need only take a cursory check of global weather in recent months to remind ourselves of the consequences of climate change. Over the summer, record temperatures in parts of the US, in southern Europe and in China affected the lives of an estimated 110 million people who regularly experienced temperatures above 40°C. In May and […]
Risks rise but markets hold steady
market snapshot
A bond market bruising
market snapshot
SDG Engagement Equity Q3 2023 case study
LKQ
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
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
