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.
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.
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.
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.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Responsible Investment Quarterly – Q3 2021
View the RI team’s report from the third quarter of 2021
