China versus the West

Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.

We take a visual approach to explain what’s happening with banks.

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.

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.

China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?

Many diversity, equity and inclusion initiatives have seen improvements in recent years, but neurodiversity has not progressed at the same pace. Abigail Herron explores what can be applied from other successful DE&I campaigns to put neurodiversity firmly in the spotlight.

The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors. Sunil Krishnan explores the potential winners, losers and areas of change.

Central banks will find it far harder to eradicate inflation than markets anticipate and will be in no hurry to ease off on rate hikes, argues Ian Pizer.

Meeting 2050 net-zero targets will require adding renewable energy capacity at scale and speed. Can it make financial sense, or will we need to rely on our commitment to do the right thing?

Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.

Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.

In this month’s instalment of our visual series on topical themes, we look at climate in the aftermath of November’s COP27 event in Egypt.