insights.

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

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.

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.

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

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. 

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?

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

The transition in energy and materials systems is creating compelling opportunities in metals and biobased materials, among others.