This study analyzes performance metrics shows that focusing on non-financial indicators and individual sub-criteria can uncover opportunities that may be hidden by an overall ESG score.
Asia, especially Southeast Asia, is facing the dual challenge of transitioning to low-carbon economies and promoting a just transition to net-zero.
Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.
Gold has surged by around +30% since autumn 2023, with peaks that were not easily tied to specific events. Various factors have contributed to this rise, away from the post-global financial crisis era.
Discover our long-term expected returns across all major asset classes, factoring climate pathways and social considerations.
Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
This report, following the report on companies and climate change published in 2023, emphasizes the increasing use of international environmental disclosure standards such as the Global Reporting Initiative (GRI).
European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will drive up oil prices. The Nasdaq is expected to weaken in 2024, but other regions will gain momentum.
Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on the potential impact of US elections, monetary policy divergences, and global economic trends.
