Countering climate risks through collaboration
How to close the disconnect between the climate world and the investment world and how the investment risks of climate change should be properly evaluated on a fundamental level.....
Tackling air pollution with sustainable investments
Targeting a major environmental issue and the investment opportunities it creates....
Why climate change is inflationary (and what to do about it)
We explore the link between climate change and inflation and suggest strategies to help mitigate the threat to portfolios......
Are all net-zero goals created equal?
Given the various inconsistencies in how the phrase is understood, what does “net zero” really mean – and how should progress towards this goal be measured?
5 themes to consider when investing in global bond markets
Interest rates remain ultra-low, fiscal stimulus may be near a peak and major economies’ monetary policy will likely become less accommodative. So how do you invest in these markets?
Is land-based aquaculture the answer to fish-farming’s existential Crisis?
A real world example of how addressing a specific sustainability challenge directly, can present meaningful commercial opportunities.....
Pandemic Response, Asset Allocation, ESG and Solvency II
In 2021 we have interviewed CIO´s at over 25 Nordic life and non-life insurance companies. This in-depth report will give you insights to how they are investing and how they are approaching key challenges......
Decarbonizing the World: The Importance of Emerging Markets
Finding decarbonisation-related Alpha on the road to a carbon neutral future.....why emerging markets could be the place to look.....
Impact investing: innovating for environmental sustainability
Wellington´s duo, Campe Goodman and Tara Stillwell, share some of the environmental and climate-related innovations they are seeing across the impact investing universe.....
Accessing Asia’s Post-Pandemic Opportunities
With Asian markets remarkably resilient to short-term disruptions, the region’s long-term growth catalysts are coming into focus. How can investors maximize these post-pandemic opportunities?