Global Sustainable Equity Fund
30 years of investing with positive impact
Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.
Subscribe for relevant insights delivered straight to your inbox
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.
Timely thoughts for investors to deal with today’s key challenges.
Why the financial services industry needs to play a role in educating our youth about money and investing.
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Considering long-term themes in industrials during the latest stretch of market volatility.
Where we see potential opportunities as emerging markets decarbonize.
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
ESG factors are becoming increasingly important in the analysis of EM companies.
The SEC has proposed new climate-related disclosures for public companies. What are the details?