insights.

A selection of stories from November that reflect the fast-moving pace of the sustainability transition.

Indispensable to growth technologies, benefitting from an expected supply-demand gap and highly recyclable, the growth outlook for this ancient metal far exceeds its use in tin cans.

 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?