Energy transition: is the sector ex-growth?
It’s important to consider the long cyclical nature of the energy transition across conventional and renewable energy, as they both play a crucial role in providing energy security, stability...
Schroders 24th Apr 2024
How engaging on climate can achieve emissions reductions and enhance returns
Schroders’ analysis suggests that committed engagement leads to both reductions in harmful emissions and improved investment returns.
Decarbonisation: a net zero blueprint for your whole portfolio
Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated.
SustainEx: empowering investors' decision-making
Since its launch in 2018, SustainEx has become the cornerstone of sustainability research at Schroders.
Net-zero investing: searching for returns and real-world change
This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...
Ninety One 24th Apr 2024
Notes from the road: how Australia’s largest investors are eyeing the EM opportunity
In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.
Frontier markets move to the fore
With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Careful navigation is ke...
Notes from the road: something for everyone in Latin America
Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...
A new capex supercycle: driving powerful and transformative growth
Over the next decade, a combination of the energy transition, nearshoring, geopolitics, demographics, technology and public investment spending could trigger a capex supercycle.
Blue bonds - what’s all the comm-ocean?
Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...
Fidelity International 23rd Apr 2024
Net-zero stewardship: an engagement-led approach to decarbonisation
Active ownership is a key part of meeting net-zero goals. abrdn discusses how to help companies on their decarbonisation journey.
abrdn 23rd Apr 2024
The CEO that redefined a business and engineered a 15-bagger
Schroders’ James Goodman and Jean Roche speak with discoverIE CEO Nick Jeffries to uncover how he turned the company into a 15-bagger.
Schroders 23rd Apr 2024
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