In Focus

When volatility spikes and markets move in unexpected directions, a good trend-following strategy has the speed and flexibility to adapt and roll with the punches – in other words, it can keep calm and carry on.

Are we facing a collapse of the Earth system? Listen to Jason Mitchell discuss with Professor Tim Lenton, University of Exeter, about the importance of climate tipping points.

How can asset owners and asset managers navigate the ESG labyrinth in the US? We survey the state of ESG regulations and evolving parameters of the public debate.

Today, many corporates and investors are wondering whether recent spikes in pecuniary wages are indicative of death to their margins and returns, respectively. Many individuals are also working out how to negotiate their next pay rise in this same frenetic environment. I try to bring clarity to all parties.

We expect dispersion to accelerate as growth slows and winners and losers bifurcate, so favour remaining selective in our credit exposure.

Listen to Jason Mitchell discuss with Amy Rose, Global Director of Litigation, Governance and Legal Services for ClientEarth, how the courts are reshaping climate action.

Why location, rental growth and affordability should be front of mind when investing in build to rent.

General Tom Middendorp, former Chief of Defence for the Netherlands and author of Climate General, shares how climate change is redefining security narratives.

While we see rich opportunities in specific sub-geographies, we do not expect UK residential real-estate capital values in aggregate to keep pace with inflation.

Exclusion lists can lead to significant divergences from benchmarks. We propose a novel method for reducing this tracking error.

Tim Gould, IEA Chief Energy Economist, discusses the IEA’s latest World Energy Outlook report and the implications of the energy crisis.

There are five themes that will impact ESG in fixed income for the year(s) ahead: regulatory frameworks; economic realities; climate adaptation; biodiversity; and emerging markets.