Sustainable and transition content for responsible investors
Investors have long assumed that green bonds carry a “greenium,” requiring lower yields than comparable conventional bonds. While this was often true in the market’s early years, growing market dep...
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...
As the secondary market for private equity has grown substantially over the past few years, understanding the drivers behind secondary returns has become increasingly complex. In this paper, we exa...
For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...
Engagement – whether financial or ESG-related, individual or collective – concerns all investors, whether active or passive. It is one of the three pillars of stewardship policies, alongside dialog...
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
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