insights.

The recent banking crisis has exacerbated existing systemic risk. Will it spill over into other sectors?

Cyberattacks exact significant financial costs on companies – but are these being priced-in to equity valuations?

Explore a day in the life of plastic waste today. Then discover the world of tomorrow’s plastic value chain in a circular model.

It has been three years since the launch of our climate transition strategy, and we are moving towards an enlarged opportunity set.

We analyse the choice investors are currently faced with, between volatile asset prices and tempting carry strategies.

Our portfolios leverage an in-house methodology to gauge alignment to the climate transition. Backtesting a hypothetical portfolio showed encouraging results.

We analyse the outlook for systemic risk in 2023 and find that the markets' current reduced capacity for shock absorption could trigger a harder landing.

 What benefits does private equity offer for investing in a lower-carbon, circular model for plastics? How does LOIM’s established background find value?