For us researchers, a question we’re asking of the asset classes we cover is: what can be done? Much ink has already been spilt on ESG in other … Read More ›

Environmental, Social and Governance (ESG) risks have really been the hottest topic in the investment industry for the past 2 years. I can’t remember the … Read More ›

Reading backwards Avoiding ‘Chapter 11’ by starting with ‘Chapter 12’ Chapter 11 of the US Bankruptcy Code – even if you’re not American, you’re likely … Read More ›

Stand still or jump? As an Englishman of a certain age, I have a difficult emotional relationship with the penalty kick. It has the power … Read More ›

When Harry met Edith Many of you will recognise the French chanteuse Edith Piaf who famously sung, ‘Je ne regrette rein’. Edith’s probably in a minority … Read More ›

(sung as per the Jackson 5’s ABC!) With regulations aplenty, taking ESG (that’s Environmental, Social and Governance) factors into consideration has become a common theme … Read More ›

Don’t look now We live in a world where rapid developments in technology have altered almost every aspect of our personal and professional lives. It … Read More ›

When you see the term “greenwashing” in a fund management context, it usually means that a new ESG, Sustainable or Impact fund has been launched … Read More ›

Managing the Truman problem When we look at the definition of confidence above, we can intuitively see why it’s important when making a decision. If … Read More ›

Gains and Losses – remember the frame As the revered Chinese general Sun Tzu stated, a key element of winning a battle is knowing ourselves. … Read More ›