Sustainable investing

As a global macro investor, our goal is to build a deep understanding of how economies and markets work, and to convert that understanding into high-quality solutions for our clients’ most important priorities. Because environmental, social, and governance considerations affect how economies are evolving and how markets are priced, we seek a deep understanding of the ESG issues that are pertinent to our investment approach.

Below is a selection of research on ESG-related dynamics that are important to our understanding of global economies and markets.

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Climate the No.1 priority for 2021

Climate the No.1 priority for 2021

Climate is by far the number one sustainability priority for investors in 2021 according to a poll of asset owners from more than 32 countries which came together for the Top1000funds.com online Sustainability event in March.

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NBIM prepares to up voting transparency

The world’s largest sovereign wealth fund says that voting is one of the most important tools to safeguard the fund's assets. Ahead of the AGM season getting underway, NBIM - which is the largest single owner of global stock markets - plans to publish its voting decisions five days ahead of corporate meetings in a bid to increase transparency.

The sustainable year ahead

This session outlines the key priorities for investors in 2021 in terms of sustainable investing

A united front

This session looks at how sustainability policies under President Biden combined with the ongoing EU policies means 2021 marks a new frontier for the progression of sustainability.

The spirit of green

This session looks at the expected sustainability policies in 2021 and the important role of a price on carbon as part of that.

The path to net zero

This session looks at the actions of both asset owners and asset managers in reaching net-zero 2050 goals including the short-term plans needed to get there.

Diversity and inclusion case studies

This session looks at various asset owner case studies and how they are tackling diversity and inclusion, through their own organisational processes and practices, through manager due diligence and by aligning their investments with the SDGs.

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