360°, Q2 2023
Divergence, duration, dislocation
European Equities Sustainability Report
Fast reading: The electric vehicle (EV) market has the potential to deliver strong growth and long-term outperformance both in terms of financial returns and driving sustainable change. Companies that provide key components to the auto industry and boast significant market share can provide a compelling way to gain indirect exposure to the market. We prefer […]
Sustainable Global Equity Report, Q1 2023
China’s ‘great reopening’
Lifting the lid on packaging and food waste
Plastic packaging has a key role to play in the global food system, protecting perishable items and extending the shelf life of fresh produce. However, this is exacerbating the problem of plastic pollution, with progress to reduce plastic waste driven mainly by recycling, rather than the elimination of single-use plastic. Estimates published by climate action […]
Biodiversity Equity Report, Q4 2022
Grow more; grow smarter
Protect, sustain, restore: Why the Amazon matters
Acknowledgements: We would like to thank Dr Adriana De Palma, Dr Gareth E Thomas, Sara Contu, and Prof. Andy Purvis from the Natural History Museum for providing the data and analysis contained within this report. The Amazon rainforest, home to some 10% of known species on earth, is a lynchpin for global biodiversity. Here, the […]
Sustainable Global Equity Report, Q4 2022
The inflation game-changer
Why cheap palm oil is a price the planet can’t pay
Palm oil is used in 70% of cosmetic and personal hygiene products, including soap bars, toothpaste and face creams. It is also a key ingredient in staple foods such as bread and margarine, as well as treats such as chocolate, ice cream and biscuits. Its natural preservative qualities help to extend the shelf life of […]
Sustainable Global Equity, Q3 2022 report
Are global supply chains on the mend?
360°, Q3 2022
Rates, recovery, recession
