Pricing Climate Risk ESG, Risk and Regulation, Webinars Climate risk will increasingly be reflected in market prices, leading to a potentially dramatic repricing across asset classes, sectors, companies and individual securities. The real question is whether the transition will be an orderly one ushered in by government measures and gradual market adjustments, or an abrupt, sharp decline in market sentiment triggered by a series of climate “Minsky moments.” Read More
Climate Activism – Real Impact or Greenwashing? Editorial, ESG Engine No 1’s victory in the proxy war against oil giant ExxonMobil has been lauded as a momentous milestone for climate change activists and ESG investors. But critics remain sceptical about the motives Read More
Earnings Acceleration: Beyond Growth & Value Equities, Webinars Based on a recent global study by American Century Investments, we investigate the effectiveness of earnings acceleration on significant and durable excess returns for the equities portfolio. Read More
Sustainability Dilemmas in Fixed Income ESG, Fixed Income & Credit, Webinars In partnership with TwentyFour Asset Management, we addressed the challenges in implementing a ‘true’ style of ESG investing fixed income. Read More
Future Proofing Real Estate Portfolios Real Estate, Webinars In partnership with PATRIZIA, this webinar focused on how investors can build a resilient real estate portfolio in a post-pandemic world. Read More
Future of the Internet in Asia Equities, Innovation, Webinars The role that the internet plays in people’s lives will continue to expand, business models will continue to evolve, the sources of innovation will continue to grow and regulation will continue to adapt. Read More
Healthcare Innovation in China Emerging Markets, Equities, Innovation, Webinars Many investors would be surprised to learn that China is transforming its healthcare ecosystem into one that is incubating a promising culture for future healthcare innovation. Read More
Achieving Net Zero Targets ESG, Webinars Governments and institutions are now formally committing to do more by legislating or setting “Net Zero” targets in the near future. This will have a major impact on economies and markets. Read More
Idiosyncrasies of Credit Risk in US Utilities Fixed Income & Credit, Webinars In partnership with Capital Group, [i3] hosted a webinar to discuss US utilities within the global corporate bond sector. Read More