ESG & Sustainable Investing

Former journalists are a key part of the Quality Growth approach. Their unique skill set brings fresh perspective and sparks healthy debate during the research process. This has been shown to help identify trends ahead of the market, avoid potentially costly investment mistakes, and test new and existing investment rationales.

The journey to corporate DEI has been challenging, with many expressing fatigue on the topic in the current climate, but it’s also been crucial. Why? It’s not just about fairness, it's smart business. Read the latest by our co-CEO Christel Rendu de Lint for the FT Moral Money Forum.

Our latest papers explore the interplay between financial acumen, sustainability, and cognitive dimensions shaping ESG recommendations.

Child labor and imposing unnecessary medical procedures on women were recently identified in the sugar industry in India. While multinationals such as Pepsi and Coca-Cola are not directly linked to poor labor conditions, they can affect change. As active investors, we engage with our portfolio companies on these important issues.

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.

Is ESG simply a different label for quality or could quality stand as a less controversial and politically sensitive description of highly sustainable companies? The question of whether ESG characteristics of listed companies form a new independent factor and a distinctive source of returns is an important one to address.

Many overlook ESG criteria in the Emerging Markets sector, but this is missing a key opportunity it can offer: by reducing volatility, its application may make EM debt more attractive to those interested in the space but avoid it nonetheless due to political and other risks.

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?

For the world to meet net-zero targets, massive energy transition capital is required. Governments can’t fund this alone. Asset allocators have a role to play and impact investing will be key.

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.