In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Is the gap closing between US equity returns and the rest of the world’s?
Is China still the wildcard in domestic equity markets?
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
How to enhance portfolio returns while limiting investment costs
Do we still see promise in emerging market growth?
The S&P 500 could hit 10,000 by the mid-2030s
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.