European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Conflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine. Read more in our latest Conflict Risk engagement update.
ESG Viewpoint: What makes supply chain due diligence effective?
Understanding how companies can manage supply chain risks and why they matter to investors. Read more in our latest ESG Viewpoint.
Managing cash amid another US debt-ceiling showdown
We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
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?
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?
Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
Credit Suisse and the likely impact on banking regulations
We will be scrutinising management teams more on the relationship between governance and liquidity – and believe the cost of funding is now higher across the sector
UK banks, base rate, bad debts and borrowing … what does it all mean?
After a sustained period of quantitative easing, and with more deposits than loans, UK high street banks have huge liquidity
