Thematic Insight: Managing the Human Capital Transition
Human capital, although often overlooked by investors, is a significant component of the forces driving performance. Businesses investing in human capital are likely to derive a competitive advantage.
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Social norms: the growing bond market that is increasingly delivering impact
The growth in the breadth and depth of the social bond market is impressive, but there’s still more to come.
In Credit Weekly Snapshot – September 2023
Our fixed income team provide their weekly snapshot of market events.
Health and Well-Being – longer lives, healthier lives
After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Thematic Insight: The energy transition – transformative on a global scale
We discuss the barriers to a successful energy transition and the opportunities for investors
In Credit Weekly Snapshot – August 2023
Our fixed income team provide their weekly snapshot of market events.
Forever chemicals: in everything everywhere
As concerns about pollution rise, further regulations are being brought in. The US is focusing on clean-up, while Europe is aiming to phase-out PFAS.
Smooth sailing or all at sea: what does the new shipping net zero target mean for investors?
We explore new shipping industry commitments around the transition to net zero and our role as investors.
In Credit Weekly Snapshot – July 2023
Our fixed income team provide their weekly snapshot of market events.