How to engage and influence companies for a winning strategy
Edward Bonham Carter, director of stewardship and corporate responsibility, Ashish Ray, head of governance & sustainability, and Andrew Mortimer, governance & sustainability analyst, shine a light on how we effect behavioural change in companies for the benefit of our investors and the wider world.
The art of fundamental sustainability analysis
At a time when the imperative for sustainable investing been higher, Freddie Woolfe explains what fundamental sustainability analysis really entails.
Notes from the Investment Floor – Credit spreads heading even narrower?
Hilary Blandy discusses the trend towards structurally lower default rates and the possible implications this could have for credit spread ranges in future.
A gold investor’s view of inflation, crypto assets and real money
Ned Naylor-Leyland comments on gold and silver, inflation, digital currencies and the changing monetary system.
Zero trust: the vaccine for the other pandemic
Organisations need to work on the assumption that cyberattacks are inevitable, says Brad Slingerlend, co-founder and investor at NZS Capital.
Staying Consistent and Finding Quality in European Small Companies
Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.
Silver: A Populist Metal for a Populist Era
Ned Naylor-Leyland says silver, the populist monetary metal, is poised to become even more popular.
Credit ratings: back in the spotlight?
It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.
Monetary Metal Matters – Sink or Swim for the LBMA?
Ned Naylor-Leyland looks at the implications of the Basel 3 framework for the Gold market, as the possible end of the LBMA-led status quo approaches.
The inflation illusion? Why deflationary forces still dominate
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.