Asset management

A thorough consideration of resources, and their pricing, is a key element to a sound investment strategy. Future-proof investing requires an understanding of the world we operate in today and will inherit tomorrow. Resources, quite literally, shape that world.

The beginning of a new year is often when we look to change the way we behave, but how we invest can also influence our behavior. From inspiring confidence to encouraging discipline, our Chief Economist, Dr Reto Cueni examines how investing in quality can have positive effects on investor behavior.

The increasing capabilities of Artificial Intelligence (AI) have made the technology one of the most hotly discussed and debated topics in the public discourse, and its impact on multiple facets of business and society is indisputable. An open question remains: will it be a net positive or negative overall?

Fresh water is an essential but scarce resource, plentiful in some regions and sparse in others. On World Water Day, our Chief Economist Reto Cueni examines the global risk landscape related to water scarcity, and possible solutions to alleviate a growing problem.

Over time the definition of quality has broadened and become subject to a variety of interpretations, with sometimes significant divergence in the performance of quality strategies depending on market conditions.

The regulatory environment for ESG has been shifting, and this means new rules of the road regarding labelling and reporting. What can we expect to see in 2024 and in the near-term?

We believe that in the wake of current energy security concerns, the energy transition has gathered impressive momentum and is now at an inflection point. What does this mean for investors?

Nature is our source. Challenges to natural capital are prompting the world to rethink its relationship with nature and the value we place on it. This article provides a bird-eye view of why investors should care about the semantics and monetization and regulation of nature.

A healthy and robust economy and society depends on healthy biodiversity. But rapid development has resulted in the dramatic degradation of our ecosystems, which can impede further economic progress while posing an existential threat. How can we better value nature to turn this trend around?

As our society is increasingly contending with the challenges of climate change, social unrest, and other macro issues, what is the role of private equity in addressing these challenges? Read the latest by our Head of Investments Christel Rendu de Lint in her latest piece for the FT’s Moral money series.

Clean and safe water is essential to human survival. A key building block of our world, it’s also at the center of many global challenges. World Water Week draws attention to the need for innovation at a time of unprecedented challenges.

To say addressing carbon emissions is urgent errs on the side of understatement. Tackling the transition toward decarbonization requires a collective effort, and carbon markets have a key role to play in the climate change fight – though those opportunities also come with some challenges.