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Investment Management
Energy transition equities and the potential to harness the energy price
The long-term opportunity behind energy transition equities hasn’t changed. If anything, it has only become stronger in light of our new energy security goals.
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Investment Management
The long-term effects of the shift in energy demand
BlackRock investigates how to make long-term, sustainable investments amid this year's market volatility.
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Investment Management
Will signs of peak inflation bring about a turnaround in 'growth' stocks?
When and how does inflation peak, and how does this impact economic growth and corporate profits?
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Investment Management
How past equity underperformance fails to predict the future
As the threat of a recession in the US remains uncertain, T.Rowe Price analyses the implications of past events to predict the equity performance of the future.
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Investment Management
Why is the US dollar so strong amid a recession?
Schroders explores why the US dollar is so strong despite the fact markets expect an imminent recession.
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Investment Management
What does China's challenges mean for global markets?
China is facing a number of serious challenges at home and abroad that have far-reaching implications for markets.
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Investment Management
Sustainable investing in developing countries - key questions and challenges
In this interview with portfolio manager Samy Muaddi, we discuss sustainable investing in developing countries.
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Investment Management
Midterm election preview: what investors need to know
Regardless of the election’s outcome, federal agencies will be an important tool for Biden to advance his policy priorities.
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Investment Management
Navigating the EU’s sustainable finance revolution
In this paper, we take a closer look at the EU’s new regulations and their long-term and short-term implications.
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Investment Management
Targeting Net-Zero in Fixed Income
This video from Aegon looks at the Global Short Dated Climate Transition Fund and analyses it.
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Pensions
Long-Run Global Implications of the UK's LDI Crisis
This piece looks at the recent crisis in the UK pension industry stemming from the “mini” budget and its impact on UK bonds and policymaking has implications far beyond the UK.
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Investment Management
Aligning financial and climate obligations within fixed income portfolios
Iain Buckle and Rory Sandilands discuss why short-dated corporate bonds which are relatively close to maturity can help investors capture attractive yields.
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