insights.

all
clear all
Capturing market upside while benefitting from net-zero tilts
TNZ equitiessustainable investment
TNZ equitiessustainable investment

Capturing market upside while benefitting from net-zero tilts

Our review of 2024 for TargetNetZero equities considers positive headwinds and how stock selection within traditionally carbon-intensive sectors benefitted investors.
The equity market is ripe for a broadening
equitiesPlanetary Transition
equitiesPlanetary Transition

The equity market is ripe for a broadening

The craze for US mega caps and other extreme conditions in global equity markets may be about to reverse, presenting opportunities for active managers.
Up, down and all around: what’s happening with inflation?
multi-assetAll Roads
multi-assetAll Roads

Up, down and all around: what’s happening with inflation?

Fears that inflation is resurfacing have stoked market tremors; yet, this week’s Simply put explains why inflation may actually be heading lower
Sustainable cities in the spotlight at Davos 2025
sustainable investmentCircular Economy
sustainable investmentCircular Economy

Sustainable cities in the spotlight at Davos 2025

At Davos 2025, sessions devoted to sustainable ‘circular construction’ and the growth of new business models saw experts explore how a focus on achieving a positive impact on nature and society is creating new avenues for business growth
Sustainability in the new Trump era
equitiesPlanetary Transition
equitiesPlanetary TransitionTNZ equities

Sustainability in the new Trump era

We discuss Trump’s potential impact on the sustainability transition, and why the investment landscape may be more attractive than it seems
Investing in what matters most: nature in focus at Davos 2025
sustainable investment

Investing in what matters most: nature in focus at Davos 2025

At WEF 2025 in Davos, leading thinkers from finance, politics, science and climate change made the case for investing in four types of capital – natural, social, human and produced – with nature being the starting point. 
A new rate environment: what do higher bond yields mean?
multi-assetAll Roads
multi-assetAll Roads

A new rate environment: what do higher bond yields mean?

Simply put assesses the impact of rising government yields and a stronger US dollar on growth, fiscal scenarios and earnings outlooks.
LOIM launches DOM Global Macro strategy with USD 100 million
media releasesDom global macro
media releasesDom global macro

LOIM launches DOM Global Macro strategy with USD 100 million

The DOM Global Macro strategy takes long and short positions across the liquid multi-asset universe, aiming to deliver in all market contexts.
...