In Credit Weekly Snapshot – June 2023
Our fixed income team provide their weekly snapshot of market events.
ESG Viewpoint: What makes supply chain due diligence effective?
Understanding how companies can manage supply chain risks and why they matter to investors. Read more in our latest ESG Viewpoint.
Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
In Credit Weekly Snapshot – May 2023
Our fixed income team provide their weekly snapshot of market events.
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
In Credit Weekly Snapshot – April 2023
Our fixed income team provide their weekly snapshot of market events.
IPCC 6th assessment cycle – key takeaways for asset management
The IPCC sounded clear warnings around the rate and impacts of climate change. We assess the key takeaways for asset management and discuss opportunities around mitigation and adaptation.
In Credit Weekly Snapshot – March 2023
Our fixed income team provide their weekly snapshot of market events.
ESG Viewpoint: Evaluating ESG Progress at South Korean companies
Progress has been slow in recent years, so we travelled to Seoul to see how companies are dealing with ESG issues and assess where there is room for improvement.
China’s role in global trade and why it still matters
We look at the major role China continues to play in the global economy, the interdependence between the EU and China, and the potential flashpoints of which investors should be aware