insights.

 The US consumer has surprised both economists and our nowcasting indicators. Does this trend look set to continue?

In this Q&A, Alina Donets outlines what the Taskforce on Nature-Related Financial Disclosures (TNFD) framework means for companies and investors.

The performance of sustainability stocks in 2023 does not reflect the market’s judgement on the transition, in our view. On the contrary, we believe it is largely linked to cyclical factors.

Our approach in systematic equities to implementing macro investing can add value as it moves beyond traditional factors to a wider universe of equity styles.

In this Q&A, LOIM’s Chief Nature Officer considers why the Taskforce on Nature-Related Financial Disclosures (TNFD) framework promotes nature-positive investing.

Does the recent reversal of the negative correlation between bonds and equities signal a lower potential diversification benefit from fixed income?

Webinar | rethink net zero: decarbonise, diversify and help drive the transition

Bond markets are offering attractive carry. How are we acting on this opportunity in All Roads, our risk-based multi-asset strategy?