Part 1: We are all climate investors now.
Or should be. Investing is about pricing future cash flows and there’s no credible way to do that without factoring in the impact of climate risk on everything from input costs to supply chain resilience.
You can now read the full ‘Sponsored Commentary’ at the link below
Slowing economic activity together with higher inflation and rising interest rates has shaken global equity markets. As with prior market inflection points, asset owners are taking a close look at current portfolio allocations.
Managing Director and Portfolio manager, William Lock, Head of Morgan Stanley Investment Management’s International Equity Team, seeks out the world’s safest and most sustainable compounders.
When creating ESG solutions for our fixed income clients, there is no one-size-fits-all approach. ESG goals vary by end investor. But there is one question we are asked regularly: “Can I incorporate ESG into my portfolio without giving up yield?” We believe the answer is a resounding yes.
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