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‘Renewable, electric, digital’: the Fourth Industrial Revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
The ABC’s of ESG
ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
Shining a light on “Hidden ESG” in smaller companies
Why it’s important for investors to look beyond ESG ratings.
ESG in credit investing: themes, considerations and implementation
Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.
Emerging market equities: China’s “smart” opportunity
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Technology: solutions for a sustainable future in transport
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Why should investors care about ESG?
Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.
Analysing ESG factors for risk and opportunity
Brian Demain and Cody Wheaton explain that environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
China decarbonisation: the emergence of a mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
ESG in credit investing: themes, considerations and implementation
Adrienn Sarandi explains the Global Corporate Credit Team’s views on evolving ESG trends, how ESG analysis is best integrated into credit investment processes and key questions currently being asked by investors.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.