Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
In Credit Weekly Snapshot – May 2023
Our fixed income team provide their weekly snapshot of market events.
World Bee Day – sustainable agriculture & the importance of pollinators
Are we doing enough to protect pollinators? We explore efforts to make agriculture more sustainable, including our role as investors.
Global Sustainable Outcomes Q1 2023
Is our ‘stolen focus’ one reason for the world’s slow response to the climate crisis?
On the road in India
The team spent nine days in India with their time split across Mumbai and Delhi. They report on how progress looks and feels post pandemic.
In Credit Weekly Snapshot – April 2023
Our fixed income team provide their weekly snapshot of market events.
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
ESG Viewpoint: Health Matters – the importance of public health for investors
Covid-19 underlined why public health matters to investors. We explore the role we play through stewardship and the allocation of capital as well as related investment opportunities. Read more in our latest ESG Viewpoint.
IPCC 6th assessment cycle – key takeaways for asset management
The IPCC sounded clear warnings around the rate and impacts of climate change. We assess the key takeaways for asset management and discuss opportunities around mitigation and adaptation.
In Credit Weekly Snapshot – March 2023
Our fixed income team provide their weekly snapshot of market events.
