Investment conclusions from 2023’s clean energy sell-off
The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.
ESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
ESG Viewpoint: Interpreting climate data for investment portfolios
Climate change and the energy transition will impact the long-term performance of investment portfolios. Here we look at how investors should interpret climate data for managing investment portfolios.
ESG Viewpoint: Diversity in clinical trials
Despite a clear scientific and commercial imperative, a significant gap between patient and trial populations persists. We explain why diversity in clinical trials matters to investors and explore our engagement with companies.
COP28 – main takeaways and key outcomes
A last-minute deal on transitioning away from fossil fuels was agreed – but will commitments be implemented? We assess this and other progress made at the 28th round of climate change negotiations in Dubai.
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
What we expect from COP28 in Dubai
With the 28th round of climate change negotiations looming, we outline some of the main discussion points and consider what progress could be made.
Japan Equity: a strong track record in an exciting market
Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.
ESG Viewpoint: Taiwan’s AGMs
Taiwan’s hybrid AGMs open up to foreign investors but concerns about shareholder rights remain
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
