Up then (marginally) down again
market snapshot
Expert insights on the short end of the curve
Short Term Investments Committee
The tiger that lost its roar: the mystery of South Korea’s underperforming equities
Chartology
High-wire act: Is it possible to quell inflation and to avoid a recession?
market snapshot
The recession party: should you stay or should you go?
Fiorino
Has the ESG bubble burst?
Fast reading: The Global Equity team have been researching ESG since 2007, just a few years after the United Nations Global Compact first popularised the term, and integrating ESG into their investments for over a decade. Over the past 15 years, the team has both observed and demonstrated the added value that ESG can offer. […]
360°, Q4 2023:
Debt, deficit, dispelling doubts
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 […]
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 […]
