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“Active investing starts where consensus ends” – interview with Bettina Ducat
media releasesCorporate
media releasesCorporate

“Active investing starts where consensus ends” – interview with Bettina Ducat

Insight, judgement and partnership – these qualities drive differentiation for active managers amid growing cost pressures and passive allocations. 
Mathieu Flamini: biochemicals and the transition away from fossil fuel-based value chains
sustainable investment

Mathieu Flamini: biochemicals and the transition away from fossil fuel-based value chains

At the Transition Investment Summit, GF Biochemical’s Mathieu Flamini discussed the shift to bio-based inputs for chemicals across sectors.
Is central bank complacency weakening the yen?
cross asset

Is central bank complacency weakening the yen?

Is central bank behaviour the driving force behind the yen’s recent depreciation? Simply put examines the factors influencing USD/JPY.
From transition to transformation: Greg Jackson on electrification, data and the UK’s energy future
sustainable investment

From transition to transformation: Greg Jackson on electrification, data and the UK’s energy future

At our Transition Investment Summit, the Octopus Energy CEO emphasised renewables storage and data.
Higher real yields and the reaction function of central banks
cross asset

Higher real yields and the reaction function of central banks

Simply put considers higher real yields and the risk of greater uncertainty from changes in the Federal Reserve’s reaction function. 
Transition investing: Wiltshire Pension Fund’s perspective on energy, nature, climate and biodiversity
sustainable investment

Transition investing: Wiltshire Pension Fund’s perspective on energy, nature, climate and biodiversity

Wiltshire Pension Fund’s Jennifer Devine discusses the fund’s sustainable investment approach.
Three years on, the case for Transition Materials is even stronger
alternativesTransition materials
alternativesTransition materials

Three years on, the case for Transition Materials is even stronger

For three years, our Transition Materials strategy has been harnessing opportunities in commodities that are critical to the future economy.
TargetNetZero Equities: decarbonisation without sacrificing performance
equitiesTNZ equities
equitiesTNZ equities

TargetNetZero Equities: decarbonisation without sacrificing performance

To mark the 5-year anniversary of TNZ Equities, we consider how well the strategy paired climate alignment with benchmark-aware returns.
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