Latest responsible investment thinking
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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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Short-term headwinds, structural tailwinds: Making sense of a complex landscape for climate transition real assets
17 May 2023
Volatility presents challenges and opportunities for investors. James Tarry and Luke Layfield discuss what’s next for real asset investors focused on the climate transition.
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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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Out with the old: Why real estate investors need to work harder, smarter, better
30 Mar 2023
Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.
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On target: Why SBTs trump net zero at changing behaviour
28 Mar 2023
Investors must push companies to play their part in tackling the climate crisis by adopting science-based targets, argues Rick Stathers.
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Shifting tides: Can we clean up forever chemicals?
27 Mar 2023
Litigation is mounting, regulation is tightening, and 3M will exit the production of PFAS. Will others follow suit, and can we remove PFAS and other forever chemicals from our drinking water?
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The investment implications of peak fossil fuels
24 Mar 2023
Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.
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Integrating ESG in multi-strategy portfolios
23 Mar 2023
Multi-strategy portfolios have come a long way in embedding ESG into the investment process, but there are gaps to fill, as Jennie Byun explains.
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Climate adaptation and resilience: Preparing for a warmer, wilder world
22 Mar 2023
Millions of hours have been spent negotiating net-zero targets, but many human-led climate impacts are already locked in. Our credit and equities portfolio managers explain where they see opportunities in solutions providers that will help society adapt for the new reality.
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