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- 5 December 2024
- 14 October 2024
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As the ESG investment landscape continues to evolve, clarity has become just as important as conviction. In a move designed to reduce greenwashing and enhance transparency for investors, the European Securities and Markets Authority (ESMA) is implementing new naming guidelines for ESG funds, effective from April 2025. These changes, while regulatory in nature, present a meaningful opportunity for investors and fund selectors alike.
It’s now or never for Europe.
We are at a point where Europe must reinvent its identity in a new world in which we are on our own. We need to decide whether to take responsibility for our future or let others decide for us. It is absolutely crucial whether Germany uses its significant fiscal space to rearm and improve infrastructure. If this happens, I am quite optimistic about the return opportunities for Europe in the coming years.
As turbulence continues to rattle global financial markets, many investors are seeking refuge in traditionally safe assets, including government bonds.
Recent geopolitical events and policy uncertainty have thrown into question the continued relevance of decarbonisation across the economy.
As monetary easing continues in Europe, conservative investors need to seek out new ways to safely grow their capital. High quality bonds could be the answer they are looking for.
As International Women’s Day highlights female economic empowerment and encourages companies to prioritize diversity in recruitment, we explore how investors can benefit from focusing on female representation.
The global economy is in the midst of a remarkable transformation, presenting investors with a unique mix of hurdles and opportunities. Over the past year, we’ve witnessed persistent trends—America’s economic resilience, global disinflation, and simmering geopolitical tensions—that are likely to shape the year ahead, though with important nuances.
The targeted and strategic deployment of capital can play a role in equipping, empowering, and augmenting the sustainable producers of the future.
In the ever-evolving world of finance, ESG investing has been riding a rollercoaster of popularity. Once the darling of the investment world, it has recently faced negative press. Yet, financial advisors across Europe find themselves at a critical juncture: how to navigate the complex landscape of sustainable investing amidst changing client attitudes and persistent regulatory pressures.
Cement is an essential material for our modern economy. With its low cost and durable characteristics, we struggle to see a scenario where it can be replaced at scale
With the rate reduction cycle starting to unfold, global listed real estate has recently morphed already into a winner
With the U.S. elections approaching, a tight race between Kamala Harris and Donald Trump is emerging. We took this opportunity to consult with our investment boutiques on their perspectives regarding the potential implications of the election outcome on financial markets and portfolios. Our focus was primarily on insights from our U.S. managers, while also considering the potential impact on emerging markets, particularly China.
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