Active stewardship on display Environmental considerations and compensation in focus
In our capacity of sustainable asset manager for a changing world, we believe in using our influence to bring about…
06/07/22
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Insights 1776
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Article
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Article
Asset allocation monthly Rates roller coaster
We have been turning more cautious in multi-asset portfolios amid doubts over market forecasts of a ‘soft landing’ in the…
05/07/22
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Article
Asset allocation highlights When the facts change
Multi-asset portfolios have been turning more cautious since late February amid scepticism over market forecasts of a ‘soft landing’ in…
05/07/22
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Podcast
Talking heads An attractive, defensive investment: real estate debt
Investors looking for alternatives to under-pressure equities and bonds, or just diversification, should consider real estate debt. Loans to finance…
04/07/22
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Article
Sustainable by nature sequel: our portfolio biodiversity footprint
Research has found that on a number of levels, nature is unravelling. This poses an existential threat to societies and…
04/07/22
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Article
Finding a third way between throttling energy demand and dirty fossil fuel
The war in Ukraine is significantly impacting energy security, particularly in Europe. Beyond oil & gas markets, the conflict has…
01/07/22
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Article
Weekly investment update Whats the word?
Two words have battled for supremacy in investors’ minds over the course of the year: ‘Recession’ and ‘inflation’. The higher…
30/06/22
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Article
Investing in influence: Investors, portfolio firms, and political giving
This article is part of our series on current academic research into a range of sustainable investment topics. The papers…
29/06/22
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Article
Asset allocation update Any landing will not be soft
Our multi-asset allocations have become more cautious since late February, with equity risk-taking now some 75% lower than it was…
28/06/22
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Podcast
Talking heads There is resilience in asset-backed securities
Asset-backed securities backed by loans and other credits, from car loans to lending to corporations, face the same challenges as…
27/06/22