Direct lending: Uncovering the private nature of ESG
ESG and private debt: from the niche to the mainstream We are increasingly seeing demand from prospects and existing clients for our direct-lending capability to systematically integrate ESG factors into the investment process. Due to long lock-in periods, we believe that direct lending particularly lends itself to ESG integration. This is because confirmative information about […]
When the chips are down
The outlook for semiconductors
Global Emerging Markets case study: TSMC
Engagement themes Environment: Climate change, water As a core holding in our Global Emerging Markets strategies, we have had exposure to TSMC for more than a decade. During this time, it has greatly outperformed the MSCI Emerging Markets IMI benchmark index1 thanks to its ability to innovate, sound management team and corporate culture, and clear long-term […]
Green bonds alone won’t get us to Paris
We need firm-level action
Eurovision
Why the region’s banks seek dance partners
Economic Outlook
Will the debt matter?
Global Equity ESG
H1 2020 Report
ESG Materiality, Q3 2020
Tencent: engaging on digital human rights Internet giant Tencent enables digital inclusion through platforms that have changed the lives of over a billion users, transforming the way they interact, transact, travel and relax. Weixin/WeChat connects people with an ever-expanding range of services while Tencent’s cloud technology fast-tracks productivity gains for businesses. Tencent is also investing […]
European equities
Accelerating the digital revolution
360°
Credit investing in the coronavirus era
