Content (264)

  • Silver- where beauty meets conductivity

    White papers

    Silver: where beauty meets conductivity

    2024-05-23T11:16:00Z

    Long prized for its aesthetic qualities, silver is also highly malleable and durable, and it is an excellent conductor. Growing use in industrial applications is fueling demand for this precious metal as the energy transition progresses.

  • 3 years of TargetNetZero investment-grade credit

    White papers

    3 years of TargetNetZero investment-grade credit

    2024-05-21T10:51:00Z

    Credit convictions combined with climate alignment typifies our TargetNetZero investment grade (TNZ IG) credit strategies, which recently marked three years since their inception. Here we take a closer look at their origin, evolution and the outlook for fixed-income investment in alignment with the Paris Agreement.  

  • Plastic circularity- why LOIM private equity?

    White papers

    Plastic circularity: why LOIM private equity?

    2024-05-17T11:02:00Z

    In this Q&A, Christopher Tritten and Victoire Carous, co-leads of the Plastic Circularity strategy, explore the advantages of using private equity to invest in a lower-carbon circular model for plastics. From our investment goals to our established background in private equity and sustainability, we outline how this strategy finds value for investors.

  • 3 years of TargetNetZero Equity- a genuine transition approach

    White papers

    3 years of TargetNetZero Equity: a genuine transition approach

    2024-05-15T10:49:00Z

    The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.

  • LOIM Stewardship in 2023- pushing for ambitious action

    White papers

    LOIM Stewardship in 2023: pushing for ambitious action

    2024-05-13T13:56:00Z

    How does LOIM go about helping companies become fit for the future while supporting long-term portfolio objectives? Decarbonisation, nature and best-practice governance were foremost on our stewardship agenda in 2023. We explore this in depth in our annual report to the Financial Reporting Council, which can be accessed here

  • Plastic wrap- from seaweed biopolymers to Europe’s new law for cutting packaging waste

    White papers

    Plastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste

    2024-05-08T13:59:00Z

    Scaling up seaweed-based biopolymers, major investments is chemical recycling and the ratification of a European law to reduce packaging waste are among the developments covered in this issue of Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.

  • Correlation breakdown? Let’s listen to the data

    White papers

    Correlation breakdown? Let’s listen to the data

    2024-05-07T14:38:00Z

    At certain junctures in each investment cycle, market observers like us note phrases such as “correlations are breaking down”. Such an event is crucial, as the structure of our multi-asset portfolios hinges on the intricate concept of diversification. Ideally, correlations should be concentrated enough to avoid being muddled by investment noise, yet not so concentrated as to forfeit the benefits of cross-asset and intra-asset class diversification. 

  • Growth is local, inflation is global

    White papers

    Growth is local, inflation is global

    2024-05-01T14:41:00Z

    An unexpectedly high US inflation report for March suggests that the Federal Reserve may turn less accommodative and postpone interest rate cuts. However, there is an aspect of inflation that may not be widely appreciated: its relative disconnection from local influences. In this week’s Simply put, we explore how significant the global trend of disinflation may be for the Fed. 

  • Fallen angels radar- busy quarter for new entrants

    White papers

    Fallen angels radar: busy quarter for new entrants

    2024-04-25T16:14:00Z

    In this second issue of Fallen angels radar, we monitor additions to the fallen-angels universe over the past quarter. Which corporate bond issues lost their investment-grade (IG) rating to join the segment amid a particularly busy quarter? Plus, what’s the outlook for the real-estate sector and how are idiosyncratic company risks driving ratings actions?

  • What is making the gold market run so hot?

    White papers

    What is making the gold market run so hot?

    2024-04-24T16:21:00Z

    An intriguing recent development in financial markets is the surge in gold prices. It is particularly striking given that gold did little to protect investors from the effects of accelerating inflation over the past two years. So why rally now? A complex interplay of known and potentially unknown factors makes the gold rally fascinating to analyse – and we focus on the metal in this week’s Simply put

  • Fixed income- our medium-term playbook

    White papers

    Fixed income: our medium-term playbook

    2024-04-23T16:26:00Z

    Macro conditions, fundamentals and sentiment are positive but investors would be wrong to count on a goldilocks scenario. In the Q2 issue of Alphorum, we focus on navigating sovereign and credit markets ahead of an easing cycle and looming maturity wall, paying special attention to capitalising on volatility to lock-in attractive duration and idiosyncratic situations to capture spreads.

  • Can high emitters be net-zero leaders?

    White papers

    Can high emitters be net-zero leaders?

    2024-03-18T16:59:00Z

    At LOIM, our way of deploying capital in the transition to a more sustainable economy differs from many low-carbon strategies. We do not only target businesses that already emit relatively low levels of carbon. Instead, we also seek out firms in economically important but emissions-intensive sectors – like steel and cement – that have ambitious and credible plans to decarbonise and whose progress might be underappreciated by the market.