Impact Opportunities Equity, Q4 2023

Fast reading Around 537 million people worldwide have diabetes1, while over 650 million are obese2 – and numbers are rising rapidly. With both conditions linked to a wide range of other serious medical issues, countering these two silent killers is one of the key healthcare and social challenges of the 21st Diabetes is not a […]

A just transition

2024 Outlook

Natural capital: the call of the wild

2024 Outlook

Renewables: winds of change

2024 Outlook

Biodiversity investing: three drivers of alpha

For glass-half-full enthusiasts, a scan of recent headlines about the health of our planet makes for grim reading. Not only was September the warmest on record, but the northern hemisphere experienced its hottest summer since records began. Globally in 2023, the world is on track for temperatures far in excess of the long-term annual average.1 […]

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 […]

Biodiversity Equity: Annual report, 2022-3

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 […]