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Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In a world of constant change, the key to investment success lies in combining duration and innovation.
Our experts explore how the integration of financially-material ESG factors is essential for mining companies.
During a recent site visit in Birmingham, UK, Portfolio Manager Tal Lomnitzer discovers a world of sustainable biomaterial-based packaging.
Viewing the Earth as an "island" underscores the importance of evaluating the systemic risks of overconsumption.
Is ESG dead? Far from it – but misconceptions abound.
We unpack climate and nature reporting standards and how they enable investors to make investment decisions on financially material factors.
Data’s transformative power can be both a source of earnings and a force for good
While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
Findings from a study into generational preferences and attitudes toward technology and sustainability.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.