360°, Q3 2022
Rates, recovery, recession
SDG Engagement Equity Q3 2022 case study
ROIC
Expectations of Fed pivot begin to gain traction
market snapshot
SDG Engagement High Yield Credit Report, H1 2022
2022 H1 Report
SDG Engagement Equity Fund 2022 H1 Report
Steady progress
Fiorino: Can Europe’s banks withstand high-pressure energy disruption?
As Europe grapples with a gas crisis caused by the war in Ukraine, investors are facing up to a fundamental truth: energy is everything. Russia’s efforts to restrict, or cut off, the flow of natural gas to Europe via the Nord Stream 1 pipeline, which runs under the Baltic Sea from Russia to Germany, has […]
Markets on edge despite Bank of England intervention
market snapshot
They’ve got the power? European Utilities and the energy crisis
The threat to European consumers from soaring gas and electricity prices has dominated recent headlines and impacted bond prices, but informed discussion of the implications for Utilities companies has been lacking. The supply squeeze caused by the conflict in Ukraine, exacerbated by existing market design, has created three major potential issues for the Utilities sector, […]
European Equities Sustainability Report, H1 2022
In our latest Sustainability Report from the European Equities team, we take a closer look at two portfolio holdings at the cutting edge of healthcare innovation and discuss how they are helping to support efforts to end epidemics and reduce the mortality rate of non-communicable diseases. Key Points: Overview of the objectives of SDG 3 […]
Five questions answered on… Asian equities
Q: Why should investors consider Asia as part of their overall portfolio? A: Asia makes up a huge part of the world, with two billion people in China and India alone. At the same time it’s diverse, comprising different sub-markets each with their own characteristics. The thing about investing in Asia is there’s inevitably one […]
