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LATEST ARTICLES

Will China’s economy regain its roar in the Year of the Dragon?

As East Asia celebrates the Lunar New Year on 10 February 2024, investors in Chinese equities will be relieved to bid farewell to the disappointing Year of the Rabbit, and may wonder whether the Year of the Dragon – traditionally considered one of the luckiest in the Chinese zodiac – will live up to its reputation......

Additionality: the secret sauce or the snake oil of impact investing?

Many impact investors are keen to demonstrate or be assured that the world changed as a result of an investment made. Brunno Maradei, CFA, Global Head of Responsible Investment at Aegon AM, suggests there is a need to look beyond additionality in the pursuit of authentic impact investing

Is sustainable aviation fuel an oxymoron?

It is critical that we reduce and decarbonise aviation as soon as possible, but this is challenging as alternative technologies are not ready today. Does Sustainable aviation fuel offer a real-world way to continue flying more sustainably?

Private markets: three ideas for 2023

An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.....

The case for a market neutral Absolute Return Government Bond fund

The unfolding environment has never been better for an active manager in the sovereign bond space, argues Craig Inches of Royal London Asset Management. He sees several strategic and tactical opportunities persisting for several years and he outlines them here.........

NordicInvestor roundtable – diversifying private debt portfolios

Allocators and asset managers from Sweden, Finland and the Netherlands discussed geographic diversification, market timing and distressed opportunities, credit ratings, defaults and workouts, sizes of corporate borrowers and consumer versus corporate risk. Most allocators’ existing exposure to private debt is well below their targets and there is plenty of capital to deploy.

Biodiversity impacts asset managers

As you read this article, an animal or insect species, somewhere in the world, will disappear forever. Due to the impact of human activity on the natural world, in the past decades biodiversity has been declining 100 to 1,000 times faster than what would be considered natural. This development threatens not only nature, but also human survival.......

Impact private credit: investing beyond the bottom line

Challenging the consensus view that impact investments are only possible via equity, interest is growing in impact credit as an innovative, targeted, and effective response to big global issues, including climate change. Financing is provided for firms delivering positive financial returns, as well as material and measurable environmental and/or social impact.....

Nine things we learned about the global economy in April

April went by in the blink of an eye. The month was packed with data releases that gave us insight into how the global economy is faring despite aggressive monetary policy and the battle against inflation. Here are nine things we learned that are relevant for investors.....

Reconsidering the banks sector

Royal London Asset Management´s Head of Sustainable Investments, Mike Fox, makes the case for why the firm is increasing exposure to banks amidst a changing macro environment, more attractive financial characteristics for equity investors and improved environmental performance as better disclosure on financed emissions and clearer policies on future lending are made.....