What it means to be a sustainable investor
The natural world is in crisis: We are losing biodiversity – the very fabric of life – at an alarming rate. Investors would do a poor job if they did not seek to preserve the fabric that is at the
After a tough year for China’s property market, there have been recent signs that Beijing’s policy stance is now turning more supportive for the sector. Although a repeat of the massive stimulus of 2015/16 is unlikely, we now expect the
In wealthier countries, at least, there is now a sense that we have turned a corner in the pandemic. But what awaits us on the other side? Will central bank and government responses to the crisis prove to have been
Market weekly: Convertible bonds are hybrid instruments combining bond and equity characteristics. As a result, they offer some equity upside, but with bond-like protection on the downside. If we are at the start of a cycle of rising interest rates,
An investment rationale for institutional investors: In this paper we introduce the notion of themes as an additional investment dimension beyond asset classes, regions, sectors and styles, and we propose a framework for allocations at a strategic asset allocation level.
Climate change impacts human health in a number of ways. Rising average temperatures mean a higher risk of heatwaves – at the time of writing, the US Pacific Northwest is experiencing ‘life-threatening’ temperatures. Indeed, the Lancet has described climate change
Market weekly: Addressing ecosystem restoration is just as pressing as tackling CO2 emissions and can generate billions of dollars of investment opportunities, as Ulrik Fugmann and Edward Lees, co-heads of the Environmental Strategies Group, explain. Much of the focus in the debate on
Zhikai Chen: On Saturday 24 July, China imposed stricter regulations on China’s education sector, including re-classifying tutoring companies as having “non-profit” status. The State Council officially released the Double Reduction (2R) policy. As a result, China education stocks plunged, and
If any good at all is to come of the pandemic, it is already being seen in the rapid and innovative response of the healthcare and medical technology world to a profound and urgent need. Stretching far beyond the development
For the first time in several months, inflation in the US has moderated, indicating that price pressures in some areas have weakened. Big questions remain over the extent durable goods prices – which have been a significant source of inflation