1080 publicaciones disponibles
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.
Europe’s path to net zero
Deciphering Europe’s ambitions, actions and ability to reach net zero
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
Message in a bottleneck?
The disappointing US labor market data last week are read in the wider context of supply-side bottlenecks, which could fuel the debate on tapering.
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
Inflation is hot news in 2021, but a cool down may be round the corner
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
The Atlantic gap widened
While the US GDP is less than 1% below its pre-pandemic level, the Euro area fell back in recession.
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.