For financial professionals in the UK
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.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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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?