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3 years of TargetNetZero investment-grade credit
investment viewpoints TNZ Fixed Income

3 years of TargetNetZero investment-grade credit

Three years since launching our high-conviction, net-zero-focused credit strategies, we assess the progress made towards their financial and climate objectives.

Plastic circularity: why LOIM private equity?
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Sustainable Plastic Circularity Strategy Equities

Plastic circularity: why LOIM private equity?

What benefits does private equity offer for investing in a lower-carbon, circular model for plastics?  This Q&A explores how our team finds value.

3 years of TargetNetZero Equity: a genuine transition approach
investment viewpoints TNZ equities

3 years of TargetNetZero Equity: a genuine transition approach

Since launching in 2021, our TargetNetZero Equity strategy has focused on opportunities in high-carbon sectors, unlike peers that avoid these industries. How have we navigated the challenges of the past three years? 

Growth or value: which equity style are macro dynamics benefiting most?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Growth or value: which equity style are macro dynamics benefiting most?

This week, Simply put considers how the long-term drivers of GDP growth can be relevant to equity performance by style and geography. 

LOIM Stewardship in 2023: pushing for ambitious action
investment viewpoints Asset Management
investment viewpoints Asset Management corporate sustainability rethink sustainability sustainability sustainable business The CLIC® Chronicles The CLIC® Shapers rethink everything Institutional Consultants DB DC Insurance Official institutions Sustainability Corporate/brand Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers sustainability insights

LOIM Stewardship in 2023: pushing for ambitious action

How does LOIM help companies become fit for the future while supporting long-term portfolio objectives? Read about our stewardship activities in 2023.

Plastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Plastic Circularity Strategy Alternatives.

Plastic wrap: from seaweed biopolymers to Europe’s new law for cutting packaging waste

Converting kelp into carrier bags and a deal to build Europe’s largest sorting facility for chemical recycling are among the circularity-focused innovations and ventures covered in our latest issue of Plastic wrap

Correlation breakdown? Let’s listen to the data
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Correlation breakdown? Let’s listen to the data

This week, Simply put uses econometric methods to test whether correlations are breaking down – and assesses the implications for diversification in multi-asset portfolios.

Growth is local, inflation is global
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Growth is local, inflation is global

Markets may be placing too much emphasis on recent US inflation data when forecasting the direction of US interest rates. The global trend of disinflation may be more important.