Latest responsible investment thinking
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Plug in and power up: How EV-charging infrastructure can help future-proof real assets portfolios
28 Jun. 2023
As the transition away from petrol-powered cars to electric vehicles accelerates, demand for charging points is rising. We explore the implications for investors in real assets.
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Don’t stand so close to me: Why UK equity income investors need to stop hugging the benchmark
22 Jun. 2023
Chris Murphy and James Balfour believe this is shaping up to be a much better year for UK income investors as the performance disparity between large and mid-cap stocks begins to unwind.
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Cellular agriculture: Science fiction or reality?
13 Jun. 2023
Cultured lab-grown meat and precision fermentation could significantly reduce the environmental impact of the food industry. But these technologies are at an early stage and questions remain around regulation and demand.
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Demand, diversification and discounts: Where next for real estate long income?
12 Jun. 2023
With interest rates and inflation remaining elevated, Renos Booth, Isabel Gossling and Kris McPhail discuss what long-income strategies can deliver.
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Flex appeal: Could private debt investors be set for a once in a generation opportunity?
9 Jun. 2023
Ewan Macaulay outlines why private debt markets in real assets offer compelling relative-value opportunities, despite macroeconomic uncertainty.
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Buy it or build it: Why innovation is key in healthcare
1 Jun. 2023
Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.
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Can they, should they, will they? Is now the time for illiquid assets in DC?
31 May 2023
What role could private assets play in UK defined-contribution pension schemes, where decision-makers are searching for returns and diversification? Heather Brown from our UK pensions team consults a panel of specialists.
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Global megatrends: How climate, nature and social change will reshape economies
30 May 2023
Climate change, natural resource scarcity and social shifts are transforming the corporate landscape. Investors need to understand the implications of these sustainability megatrends to manage risks and seize opportunities.
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Gains or glitches? What generative AI means for investors
24 May 2023
The release of ChatGPT has heralded an artificial intelligence boom. We assess the investment and ESG considerations.
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Why are we waiting? Time for UK infrastructure to pick up pace
22 May 2023
After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.
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LGBTQ+ inclusion in the workplace: Creating psychological safety
11 Apr. 2023
Each experience is unique, but lesbian, gay, bisexual, transgender, non-binary and other non-heteronormative people (LGBTQ+) still face huge challenges, in and out of the workplace. Companies should do more to support them and foster a culture of inclusion.
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Supply and demand: Tackling both sides of the carbon emissions equation
5 Apr. 2023
Despite progress through our Climate Engagement Escalation Programme, more action is needed from the world’s 30 systemically important carbon emitters, as Sora Utzinger and Louise Wihlborn explain.
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