Articles
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SFDR Article 8 Update
In this video our Head of Stewardship, Sawan Kumar, gives an update on SFDR and Article 8.
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Two corporate themes
In this month's investment view, we give an update on two quite different themes that have come up regularly in recent conversations with company management teams. The first is generative AI, the second is supply chains.
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Insights and Observations from the C-suite
In this quarter's investment view, we discuss some insights we gained at the the Bernstein Strategic Decisions Conference I New York.
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Business development
In this month's investment view we focus on three examples of companies we have recently met, discussing the current business environment and their evolving product and service offerings.
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Insights and observations from the C-suite
We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries. This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas.
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Business development
In this month's investment view, we focus on three examples of companies we have recently met, discussing the current business environment and their evolving product and service offerings.
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How to compound a business
In this month's investment view, we discuss the art of compounding a business citing the steady growth of publicly-listed Halma over a 50-year period to its position in the FTSE 100 today.
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Uniform global carbon tax
This report analyses the global landscape of carbon taxes, highlighting significant differences in tax rates and coverage between countries, and emphasises that only a small proportion of global greenhouse gas emissions are currently subject to sufficiently high carbon prices.
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Pay parity
Gender pay gap measures the difference in average hourly earnings between men and women, highlighting systemic disparities in workplace opportunities rather than equal pay for equal work. The gap reflects occupational segregation, with women often concentrated in lower-paying sectors, and men in higher-paying fields exemplifying the “glass ceiling” effect.
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Investment case for India
India presents a significant and rapidly growing market with unique investment opportunities and challenges, especially in governance, macroeconomics, and company characteristics. Despite potential, investment in Indian-listed companies requires careful consideration of governance risks and macroeconomic factors.
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Cop28 observations
COP28’s Climate Action Innovation Zone highlighted practical approaches to climate resilience, focusing on supply chain risk management and regenerative agriculture as key strategies for sustainable development and carbon reduction.
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The investment environment
In this month's investment view we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.