855 insights found

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.

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

A new commodity boom

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

A view from the markets – Sunny with distant clouds

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

EU Taxonomy: a pathway to superior corporate sustainability

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

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 ...

A token price

Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.

Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

Putting ESG to work: A case study in the telecoms sector

The global policy and regulatory environment is changing fast, pushing companies towards more sustainable practices and encouraging investors to change too.