Content (115)

  • US investment grade credit bounces back from its nadir

    White papers

    US investment grade credit bounces back from its nadir

    2024-06-18T11:57:00Z

    In his 1974 children’s book, The Tiger’s Bones, the English poet Ted Hughes wrote that “Nothing is free. Everything has to be paid for.”

  • New standards and frameworks arm investors in the battle against biodiversity loss

    White papers

    New standards and frameworks arm investors in the battle against biodiversity loss

    2024-06-18T11:54:00Z

    The global pledge to halt and reverse biodiversity loss – known as the Kunming-Montreal Global Biodiversity Framework (GBF) – is helping to shape and accelerate government policy as well as corporate and investor action in terms of protecting the natural world. The GBF signals that while great strides have been made in terms of tackling the biodiversity crisis, much more still needs to be done.

  • Sound Progress - Episode 9

    Podcast

    Sound Progress - Episode 9

    2024-05-28T10:25:00Z

    What happens in the US can – and typically does - have a global impact.

  • driving impact

    White papers

    Driving impact: Why the US represents a hive of opportunity for sustainable investors

    2024-05-21T13:50:00Z

    From renewable energy and water treatment to precision agriculture and artificial intelligence (AI), the US is home to many of the world’s most innovative companies leading the battle against climate change and biodiversity loss.

  • US exceptionalism

    White papers

    US exceptionalism: Can the world’s largest economy keep delivering for investors?

    2024-05-21T13:47:00Z

    On many measures, the US economy’s performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.

  • Will the US presidential election endanger an investment boom?

    White papers

    Will the US presidential election endanger an investment boom?

    2024-05-20T10:08:00Z

    The onset of the pandemic saw the US endure a period of remarkable economic turbulence but it has since transitioned to a phase of unexpectedly strong growth. One factor underpinning this trend has been the somewhat unusual, acyclical nature of investment spending. Far from exacerbating broader swings in the economy and falling sharply in the wake of higher interest rates – the traditional response – investment spending has remained solid. 

  • Forget the politics- Why election uncertainty won’t, and shouldn’t, put investors off the US

    White papers

    Forget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US

    2024-04-22T10:13:00Z

    Everything about the United States is big – its market, its economy and the companies housed there. It is also continuing to confound investors’ expectations. Many anticipated it would slip into recession in 2023, but this never came to pass. Instead, according to the US Treasury, it delivered above average economic growth over the 12 months because of “growing economic output, labour market resilience, and slowing inflation”.

  • Buy and maintain webinar image

    Webinar

    Unlocking Buy and Maintain strategies’ full potential

    2024-04-17T11:27:00Z

    Join us for an insightful discussion where our portfolio managers will share their perspectives on optimising Buy and Maintain strategies for future scenarios.

  • Measuring energy- Losses and efficiencies with an electric silver lining

    White papers

    Measuring energy: Losses and efficiencies with an electric silver lining

    2024-04-04T09:22:00Z

    The US Energy Information Administration defines energy as follows: “Scientists define energy as the ability to do work. Modern civilization is possible because people have learned how to change energy from one form to another and then use it to do work. People use energy for a variety of things, such as to walk and bicycle, to move cars along roads and boats through water, to cook food on stoves, to make ice in freezers, to light our homes and offices, to manufacture products, and to send astronauts into space.”

  • Fixed income investors have the power to engage2

    White papers

    Fixed income investors have the power to engage

    2024-03-20T16:35:00Z

    The idea that the only way to influence companies is by voting at shareholder meetings has long passed – fixed income investors are in a unique position to drive change. Bruno Bamberger, Senior Solutions Strategist and Monique Carter, Fixed Income Solutions Expert, explain how investors can use their fixed income portfolio as a basis for creating positive change.

  • As tech shapes the future of flight, here’s how investors can get on board

    White papers

    As tech shapes the future of flight, here’s how investors can get on board

    2024-03-18T16:26:00Z

    The airline industry is taking flight once again. Between 2004 and 2019, flights increased steadily, rising from 23.8 million to 38.9 million annual global flights. Although flights dropped to 16.9 million during the pandemic, these levels could double by the end of 2023.

  • Top Three Green Bond Myths

    White papers

    Top Three Green Bond Myths

    2024-03-15T16:30:00Z

    Despite the breadth and depth that the green bond market now offers, there are still a few hardwired misconceptions about the asset class. In this piece we want to share with you our thoughts on these myths.