Sustainable and transition content for responsible investors
While, according to the World Economic Forum, half of the global GDP is dependent on nature, biodiversity is experiencing an extinction that challenges the resilience of our economies. Deterioratio...
France’s chronic government paralysis repeatedly created headlines this month, and fixed income markets are rightly worried about the sustainability of French government borrowing levels. Meanwhile...
Investing Insights from the Sustainable Equity Team
The Mirova Euro High Yield Sustainable strategy1 has just celebrated its 3rd anniversary, with more than €200m under management and a 4-star Morningstar rating. An opportunity to look back at the s...
For many years, global issuers have gravitated toward the U.S. dollar bond market, drawn by its unparalleled liquidity, vast investor base and efficient access to funding. However, recent developme...
Food companies face increasing regulatory pressure globally, with policy action shifting from traditional nutrient profiling to focus on ingredients, additives and processing methods. For investors...
China’s leadership in clean electrification secures key positions in global supply chains – and provides opportunities for green investing.
Recent pressure on the Fed threatens a longstanding central banking consensus. The logic behind this pressure is flawed given the role and nature of long-term rates. The risk is inflation, but port...
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