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Net zero will reorganise value chains
LOIM tube Asset Managment
LOIM tube Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Sustainable Climate Transition Themes Sustainability Climate change Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

‘Net zero will reorganise value chains’: Höhne-Sparborth joins Hymans Roberston podcast

Podcast

Net zero represents a crucial long-term investment theme. How can investors reduce their exposure to climate risk while targeting growth opportunities?

Gaining exposure to inflation: linkers versus swaps
global perspectives Asset Managment
global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Gaining exposure to inflation: linkers versus swaps

Inflation hedging has been a valuable tool in 2022, but investors should consider favouring inflation swaps over inflation-linked bonds as these can unexpectedly be weighed on by duration.

Capturing value in plastic waste
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. Themes Sustainability Food Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Capturing value in plastic waste

To reduce plastic waste, our Plastic Circularity strategy invests in companies that promote a circular model to capture new, nature-positive profit pools. 

CIO views: adapting to a new rates regime in 2023
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. Convertibles Equities Fixed Income Multi-asset Themes Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

CIO views: adapting to a new rates regime in 2023

How will a new rates reality take shape in 2023? Our CIOs give their outlooks for investing in the year ahead. 

Investing in 2022, a year of regime change
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. Multi-asset Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Investing in 2022, a year of regime change

Producing tremendous uncertainty, 2022 began a regime change for investors. We review our CIOs' views on how to foster resilience in portfolios.

COP27: 8 key takeaways
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Sustainable Sustainable Themes Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

COP27: 8 key takeaways

There is an undeniable urgency for credible transition pathways and roadmaps. Here we highlight headline developments in eight key areas of focus from COP27.

Soft landing or hard landing?
global perspectives Asset Managment
global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Soft landing or hard landing?

The war on inflation is harming economic growth; macro uncertainty remains elevated as markets fluctuate between hopes of a soft economic landing and fears of a hard landing.

Challenging a US energy firm on exiting coal
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. GCO Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Challenging a US energy firm on exiting coal

This case study outlines our engagement actions with an energy firm on its decarbonisation strategy and targets for renewable energy.