Responsible Investing/ESG
How should investors evaluate companies when unusual market conditions distort returns?
Our Fixed Income Co-Heads survey the market landscape for 2022—and provide strategies for making the most of it.
Look to municipal impact investing for opportunities to fund positive change—close to home.
COP26 points the needle toward climate action, but investors must help keep the ship on course.
Physical and transition risks from climate change will have wide-ranging impacts on firms ranging from animal-protein producers to coal companies.
Our recent conversations with climate experts, asset owners and other stakeholders on net zero surfaced issues central to developing solutions, including sharpening investors’ skills, strengthening engagement, and striving for better and more accessible data.
COP26 in Glasgow, Scotland generated a lot of big-picture headlines but also meaningful underlying themes including the sustainability skills gap, blended financing initiatives and the need for broader engagement to facilitate net zero.
Investors can help tackle modern slavery through a tailored research approach and direct engagement with companies. The goal is to understand how firms manage modern slavery risk in their businesses and encourage them to take concrete steps to reduce it.
We debunk the environmental, social and governance myths standing between investors and EM corporate-bond investing.
Equity investors focused on a low-carbon strategy needn’t compromise on company fundamentals. When quality and compelling valuations are equally considered, joining the global fight against climate change and generating strong return potential can work hand in glove.
ESG is increasingly fundamental to investing, and multi-asset investors face an added ESG dimension: strategic asset allocation. Keeping ESG objectives front and center in the process may not be as second nature as it is with traditional risk/return objectives, but alignment—and a strong investment policy statement—can help.
Capital efficient companies that are reinvesting profits back into the business have clear advantages in today’s unpredictable markets.
Soaring energy prices highlight the challenges of shifting toward renewable power sources.