732 insights found

Iggo's insight

Pricing ESG risk (or not)

Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.

Research & Investment Strategy

Europe’s path to net zero

Deciphering Europe’s ambitions, actions and ability to reach net zero

Responsible investment

Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive

Iggo's insight

A new commodity boom

Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.

Iggo's insight

A view from the markets – Sunny with distant clouds

The world remains almost perfect for equities. Growth is strong and earnings are rising.

Responsible investment

EU Taxonomy: a pathway to superior corporate sustainability

Climate change is arguably the greatest challenge the world currently faces.

Research & Investment Strategy

China: Financing the Green transformation

How green bonds can drive Beijing’s sustainability ambition

Research & Investment Strategy

The inflation outlook: What’s changed?

US stimulus makes a sustainable, gradual inflation rise more likely

Iggo's insight

Super greed

Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it would ...