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Sustainability watch: global carbon pricing, biofuels adoption, and American Climate Corps
investment viewpoints Institutional
investment viewpoints Institutional Sustainability Wholesale

Sustainability watch: global carbon pricing, biofuels adoption, and American Climate Corps

A selection of stories from September that reflect the fast-moving pace of the sustainability transition and related investment implications.

What’s next for the Swiss economy?
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Fixed Income Swiss Franc bonds

What’s next for the Swiss economy?

We delve into the Swiss economy and interest rates after the latest Swiss National Bank meeting to help fixed income investors understand what’s ahead.

Swiss credit: approximating bond returns
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Fixed Income Swiss Franc bonds

Swiss credit: approximating bond returns

We use a practitioner’s method to approximate returns for bonds and bond portfolios because it is broader and more practical than using yield to maturity.

LOIM’s holistiQ joins Nature Action 100 stewardship initiative
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Sustainability

LOIM’s holistiQ joins Nature Action 100 stewardship initiative

holistiQ Investment Partners is proud to be an initial signatory of Nature Action 100, 

Targeting net zero: 5 reasons to rethink portfolio decarbonisation
investment viewpoints Institutional
investment viewpoints Institutional Sustainability Wholesale TargetNetZero Global Convertible Bond TNZ equities TNZ Fixed Income

Targeting net zero: 5 reasons to rethink portfolio decarbonisation

Policy, the pitfalls of short-term, high-carbon exclusions and the need to look towards 2050 are among the five reasons why we believe many investors should rethink net-zero alignment. 

Swiss Climate Scores
investment viewpoints Swiss Franc bonds

Swiss Climate Scores

The Swiss Climate Scores provide investors with comparable and relevant information on the extent to which their investments are compatible with international climate goals.

In this late-cycle phase, how high could commodity prices fly?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

In this late-cycle phase, how high could commodity prices fly?

Commodity prices, and energy prices in particular, have soared recently, despite the rise in the US dollar. If commodity prices are likely to rise further, how high could they fly?

Asia is dominating the electric vehicle battery market
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Convertibles

Asia is dominating the electric vehicle battery market

Car electrification is challenging the whole vehicle production supply chain. Our view is that battery cell production will end up becoming commoditised.