insights.

all insights
Clear all
Sustainability watch: oil and gas subsidies, artificial rain, and carbon markets
investment viewpoints Institutional
investment viewpoints Institutional Sustainability Wholesale

Sustainability watch: oil and gas subsidies, artificial rain, and carbon markets

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

Tin: a hidden beneficiary of semiconductor demand
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Transition materials

Tin: a hidden beneficiary of semiconductor demand

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.

Are consumers preparing to cut back?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Are consumers preparing to cut back?

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

The TNFD: bringing nature onto the balance sheet
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 Circular economy Circular Economy

The TNFD: bringing nature onto the balance sheet

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

Sustainability shortfall: cyclical or structural?
investment viewpoints Institutional
investment viewpoints Institutional Planetary Transition

Sustainability shortfall: cyclical or structural?

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.

What’s the outlook for convertible bonds in 2024?
investment viewpoints Institutional
investment viewpoints Institutional Convertibles TargetNetZero Global Convertible Bond

What’s the outlook for convertible bonds in 2024?

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.

The TNFD: a framework for nature-positive investing
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 Circular economy Circular Economy

The TNFD: a framework for nature-positive investing

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

When can bonds still diversify portfolios?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

When can bonds still diversify portfolios?

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