Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
US equities: three themes to watch in a discriminating year
2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.
Emerging market equities: identifying the key long-term trend
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Solutions in 2022: a defining time for inflation and ESG
As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
COP26 and carbon markets: what are the implications for investors?
A functioning carbon market has always been a key focus of the COP climate conferences. We explore outcomes from COP26 and the implications for corporations and asset managers.
Investment team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
ESG knowledge shared: January 2022
Keep up to date with responsible investing through our monthly roundup of highlights – articles we’re reading, podcasts we’re enjoying, useful videos and more.
Global Sustainable Outcomes – News & Views Q3 2021
We look at the economic consequences of shutting down the world and then hitting the restart button; as well as the issue of increasing water scarcity around the globe and the social and economic costs of finding solutions to this.
Global Sustainable Outcomes – News & Views Q4 2021
Pauline Grange, Portfolio Manager, and Jess Williams, Portfolio Analyst, take a look at 2021 as a whole from a responsible investment point of view – from the COP26 conference and country and region responses to the climate crisis, to ongoing fossil fuel use and net-zero issues.
COP26 summary: a meaningful result
From 31 October – 13 November world leaders and their delegations from nearly all countries across the globe came together to work on the issue of climate change. We look at what was achieved over the course of the conference.
