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Analysis

07 March 2023 • By Patrick Houweling • 1 min read

The challenge of investing passively in high yield

Many asset owners allocate to high yield bonds because of their attractive characteristics, such as their low correlation with stocks, high income gen...

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The story of 2 Barrys: A green bond fable

Little Barry is five years old, lives in Australia and has just started school. It is February and although at the tail end of summer, it’s still h...

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Is China an ESG champion?

The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governa...

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A rather Lowe view of the COVID-19 ‘health people’

The RBA governor’s explanation for printing money in 2020 suggests the scientists who predicted that COVID-19 would kill us all have plenty to answe...

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Why and what if inflation falls faster than expected?

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continu...

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Fixed income outlook: A mixed bag of challenges

The unprecedented pace of monetary tightening by global central banks is slowing the momentum of the real economy, most visibly in the sectors most se...

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Do not confuse ESG analysis with sustainable investment

We have spent a considerable amount of time over the past year explaining the difference between ESG analysis and sustainable investing, believing str...

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Why sustainable fashion could be in style for responsible investors

Fashion is one of the biggest industries in the world, generating around $2.5 trillion in annual sales but at the same time, it is thought to be respo...

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Private debt: Many happy returns

In a year that has been unusually bad for both bonds and equities as official interest rates and inflation have surged, interest from our clients in p...

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How important are SI badges?

Would an asset manager dare to turn down a sustainability badge? That’s the dilemma that many investors face as the growth in labels and initiatives...

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