Content (269)
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VideoRethinking through the noise
“As the world speeds up, we instinctively move faster. Yet investors who slow down and rethink opportunity sets can gain the clarity needed to get ahead.”
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White papersSemigods: winners in the US vs China tech race
Convention dictates that as geopolitical rivalries intensify, cross-border trading relationships break down, growth suffers and investment potential diminishes. But this is not always true. Strategic moves by the US and China to defend their national interests underpin a new order, reshaping where opportunity can be found.
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White papersFitter, happier, more productive with generative artificial intelligence?
Conventional wisdom says as we live longer, an ageing population will drain the economy. But generative artificial intelligence (gen AI) has the potential to support an active older workforce by improving healthcare outcomes and extending careers by augmenting, not replacing, hard-won expertise.
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White papersUnstoppable solar: powering the energy transition
Sustainable investment may be feeling the heat, but the energy transition is being spearheaded by the stunning growth of solar power. Ever-improving economics, high modularity and an indispensable role in the net-zero transition put this technology firmly on the horizon for long-term investment.
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White papersRethinking adversity to seize opportunity
Investors have access to plentiful information – and a gauntlet of conflicting views. Gaining clarity on pivotal forces shaping the world, from geopolitics to artificial intelligence (AI) and climate, can best be achieved by discerning data from noise. By rethinking adversity, opportunities emerge.
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White papersSilver: where beauty meets conductivity
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.
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White papers3 years of TargetNetZero investment-grade credit
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.
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White papersPlastic circularity: why LOIM private equity?
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.
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White papers3 years of TargetNetZero Equity: a genuine transition approach
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.
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White papersLOIM Stewardship in 2023: pushing for ambitious action
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.
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White papersPlastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste
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.
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White papersCorrelation breakdown? Let’s listen to the data
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.
