Search this website. You can use fund codes to locate specific funds

Impact Report, Q3 2021

It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor.

Almost a third of adults globally (about 1.7 billion people) remain unbanked1.In the latest Impact Quarterly Report, we delve into the theme of Financial Inclusion, as a theme linked to 13 of the 17 UN Sustainable Development Goals (SDGs). We argue that improving people’s access to the products and services they need to manage their money reduces income inequality, fosters gender equality and political stability, improves access to natural resources like water and energy, and creates economic opportunity.

Other highlights in this edition include:

  • Our exposure by impact theme: We share how our portfolio breaks down across nine impact themes, as aligned to the SDGs.
  • Case studies: We provide case studies for two portfolio companies.   
Risk profile
  • This information does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.
  1. 1World Bank Group, Findex report, ‘The Unbanked’ (2017)

More Insights

Inflation: what if they are wrong?
As our portfolio managers share their views on inflation, we ask if it's time for investors to think the unthinkable
How investing in biotech can help achieve the SDGs
From pioneering therapies to renewable food sources, biotechnology has the potential to address many of humanity’s greatest challenges, as aligned to the United Nations’ Sustainable Development Goals (SDGs).
Re-entanglement: why debt and reality must reconnect
The long-term relationship between credit quality and the global unemployment rate appears to have broken down of late. But why? Fiorino once again probes the debt universe in search of deeper meaning...
What is driving the sudden spate of telecoms buyouts and is it good for investors?
The problem child of the equity market – European telecoms - is the target of a sudden spate of buyouts. Joe Howes, Credit Analyst, lifts the veil on what’s driving interest in this unloved sector and what it means for investors?
Credit Pulse: market update – 10 December 2021
In this Credit Pulse, we use financials to analyse the market and look at how structured credit has behaved in 2021. Learn how the team is positioned to tackle the challenges the new year presents.
Focusing on the evidence: 360°, Q4 2021
In our latest edition of 360°, Andrew 'Jacko' Jackson and his team of specialist investors consider the areas that have the potential to deliver superior risk-adjusted returns..