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 What if Goldilocks is real? Growth, inflation and markets align
cross asset

What if Goldilocks is real? Growth, inflation and markets align

Strong growth, less pervasive inflation and signs of broader market leadership suggest a more Goldilocks-like backdrop may be emerging.
5 years of TargetNetZero Fixed Income: climate alignment and the value of credit selection
fixed incomeTNZ Fixed Income
fixed incomeTNZ Fixed Income

5 years of TargetNetZero Fixed Income: climate alignment and the value of credit selection

As TargetNetZero Fixed Income celebrates five years, we explore combining climate integration with active credit selection.
Beyond renewables: Equinor’s Alex Grant on what’s needed to accelerate the energy transition
sustainable investment

Beyond renewables: Equinor’s Alex Grant on what’s needed to accelerate the energy transition

Speaking at our Transition Investment Summit, Equinor’s Alex Grant considers how to accelerate the energy transition beyond renewables.
Stagflation or Goldilocks? The investment clock is running backwards
cross asset

Stagflation or Goldilocks? The investment clock is running backwards

Is the investment clock broken? We analyse what investors can learn from its shift into reverse since the Hormuz oil shock.
“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.
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