Sustainability

Sustainable and transition content for responsible investors

The greenium myth: do investors give up returns?
  • 12 hours ago

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...

Equity Outlook: AI Enthusiasm Leaves Little Margin for Error
  • 12 hours ago

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...

Fixed-Income Mid-Year Outlook: Six Ways to Put Volatility to Work
  • 01 Jul 2026

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...

Decoding Secondary Returns: Practical Implications for Investors
  • 01 Jul 2026

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...

Private Credit Outlook: Tuning Out the Noise
  • 01 Jul 2026

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...

The SRI Chronicles : Long live the VOICE method!
  • 01 Jul 2026

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...

Fixed-Income Midyear Outlook: Six Ways to Put Volatility to Work
  • 01 Jul 2026

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...

Private Credit Midyear Outlook: Tuning Out the Noise
  • 01 Jul 2026

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...

The investment case for preparation over prediction
  • 01 Jul 2026

In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.