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.
CT UK Social Bond Fund – education, learning and skills
Discover how the strategy seeks to make investments that contribute to widening participation and expanding access to education.
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
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.
ESG Viewpoint: Evaluating ESG Progress at South Korean companies
Progress has been slow in recent years, so we travelled to Seoul to see how companies are dealing with ESG issues and assess where there is room for improvement.
