Sustainable investing: More than meets the eye?
What does sustainable investing mean to you and how does it manifest itself in this strategy? In simple terms, sustainable investing is the consideration of social and environmental factors alongside financial return, such that the companies we invest in are in some small way contributing to a better future – from the products they produce, […]
A just transition
2024 Outlook
Natural capital: the call of the wild
2024 Outlook
Renewables: winds of change
2024 Outlook
Spectrum Q3 2023: No robots were harmed in the making of this report
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 […]
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 […]
