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Staying the course in a changing climate for investors

In our 2025 Climate Report, we explain how we integrate climate-related risks and opportunities into our investment strategies, engagement activities and throughout our business

3 July 2025
ByChris DodwellLucas Penfold

Stewardship and Advocacy Report 2025

In our eighth annual report, we showcase how we leveraged our breadth of stewardship and advocacy tools for positive outcomes in 2024.

30 June 2025
ByLisa BeauvilainChris Dodwell

Why rising Treasury yields and efforts to tackle US healthcare costs are joined at the hip

Fiscal challenges mean the era of low US government bond yields and unchecked soaring healthcare spending has ended, meaning investors should reappraise assumptions about two ‘safe haven’ assets

27 June 2025
ByCharles French

Transforming Europe’s energy market: harnessing the potential of decentralised generation

The compelling economics of technologies that include rooftop solar and battery storage support opportunities for selective private market investments in affordable, clean and forward-looking solutions for energy consumers

12 June 2025
BySeán Maguire

Systematic investing at Impax

12 June 2025
ByRobb Ruhr, CFA®

Solar ABS: all doom and gloom?

The US residential solar market faces serious challenges amid elevated interest rates, rising loan delinquencies and the removal of tax incentives. Credit investors must be highly selective in this context.

10 June 2025
ByYvonne Tai

The collapse in US corporate labelled bond issuance

Looking beyond the label can enable investors to pursue the diversification and transparency that impact bonds can offer, even as corporate America abandons them

2 June 2025
ByAnthony Trzcinka, CFA®

Inference in industrials: enhancing efficiency through AI adoption

The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes

27 May 2025
ByFotis Chatzimichalakis, CFA®Thomas Morris Brown

Takeover opportunities in the renewables market

Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors

15 May 2025
ByWilliam Grey

Boiling the frog: What’s happening to shareholder rights? 

Changes to Delaware law, new guidance from the SEC and legislation aimed at excluding sustainability-related factors from investment decision-making are combining to diminish US shareholder rights.

14 May 2025
ByJulie Gorte, Ph.D.

US consumer health: alarm bells are ringing

Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending

29 April 2025
ByKelly Iosua

Small-cap enablers of advanced digital infrastructure

The US technology sector may be synonymous with ‘Big Tech’, but we see underappreciated growth opportunities among smaller companies plugged into the digitalisation trend

25 April 2025
ByCurtis Kim, CFA®

Orbit disruption: credit opportunities in the satellite market

Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications

17 April 2025
ByJosh Palazola

Autonomous driving technologies gain traction

Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification

16 April 2025
ByAdam LiangMaximilian Richards

Overcoming obstacles to grid decarbonisation in Europe

Far-sighted policies are needed to address barriers to infrastructure investment and to unlock the capital to transform the region’s power system

11 April 2025
ByIan Simm

EM corporate bonds: Could Trump’s tariffs create opportunities?

While emerging markets corporates must navigate the uncertainty of tariffs, the heightened unpredictability and greater volatility creates more market dislocations, enhancing the potential for alpha generation.

28 March 2025
ByToke Hjortshøj, PhD

Addressing the hidden water footprint of data

Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource

21 March 2025
ByLisa BeauvilainMatthew WrightJohan Florén

Approach with caution: why the US deficit poses risks for Treasuries

We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies

19 March 2025
ByAnthony Trzcinka, CFA®

Investing in Social Leaders

Illuminating opportunities where societal trends and corporate culture align

18 March 2025
ByAmber Fairbanks, CFA®Charles FrenchChristine CappabiancaRobb Ruhr, CFA®

Accommodating an ageing society

Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market

13 March 2025
ByPatrick SullivanHarry Boyle