Play the AI boom through chips and shovels

Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
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.
Threadneedle (Lux) European Social Bond – Annual Social Impact Report 2022

Welcome to the Threadneedle (Lux) European Social Bond Social Impact Report 2021/2022.
In Credit Weekly Snapshot – March 2023

Our fixed income team provide their weekly snapshot of market events.
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.
China’s role in global trade and why it still matters

We look at the major role China continues to play in the global economy, the interdependence between the EU and China, and the potential flashpoints of which investors should be aware
Bond market breakdown: bumper start to year sees broader issuance

Year-to-date issuance is at $184 billion – which is 78% larger than 2018’s total issuance.
ESG Viewpoint: Putting the brakes on Fast Fashion

Cheap and on trend clothing but at what cost? We assess the implications of Fast Fashion and explore a more sustainable approach to clothing manufacture.
Global Sustainable Outcomes Q4 2022

COPs, climate change and biodiversity – what will the recent conferences actually achieve?