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Shifting Yields and Shifting Attitudes
Investors are repricing inflation risk within bond markets, but there may be more to consider.
Nintendo: Paving the Way for Positive Play
How Nintendo is putting its stamp on the video gaming industry.
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.
Analyzing ESG Factors for Risk and Opportunity
Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Taking Stock of the Mining Sector
A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.
The Far-Reaching Investment Implications of China Decarbonization
Considering the massive investment implications of China’s decarbonization plan.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
Global Sustainable Equity: News and Opportunities (January 2021)
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
ESG in 2021: Closing the Expectations Gap
Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Sustainable Equities: The Future Is Green and Digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.