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.
How to enhance portfolio returns while limiting investment costs
Characteristics and Implementation Considerations for Private Equity
Private equity: A potential source for enhanced returns
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Article discussing how low growth, low yield environments are good for equity income investing.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics