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Although 2022 was painful across asset classes, arguably the epicentre of the pain was bonds as stubborn inflation and aggressive central bank action pushed yields from a very low base, according to Will McIntosh Whyte, fund manager at Rathbone Greenbank multi-asset portfolios. However, Whyte said the reset has provided an attractive entry point, particularly for … Read more
The $110bn information and communications technology (ICT) hardware sector is ‘failing dismally’ in addressing forced labour risks in its supply chains while raking in record revenues, according to KnowTheChain. The Business & Human Rights Resource Centre project and benchmark creator analysed 60 of the world’s largest ICT companies, benchmarking them and ranking them out of … Read more
Trium Capital has launched a climate impact hedge fund managed by Joe Mares (pictured) and Tom Ayres. The Trium Climate Impact Fund is a UCITS equity long/short market neutral strategy. The long book will be exposed to 50 stocks focused on companies investing in environmental solutions, alternative energy infrastructure and clean technology sectors, while the … Read more
Virginia Governor Glenn Youngkin, who ran one of the nation’s biggest investment firms before he took office, said ESG investing is under fire because it has morphed from a philosophy for picking stocks into a weapon for penalizing companies that don’t make the cut. “Is having world-class transparency and governance a good thing? Yes, it’s … Read more
Last year was highly eventful for ESG and the sustainable and responsible investing world. Demand for ESG-themed funds continued to prove strong, despite the undeniable performance advantage of the energy sector in 2022. That short-term returns story gave ammunition to opponents of sustainable investing, with anti-ESG initiatives popping up in numerous states. At the same … Read more
Companies have ceased trading due to higher energy costs but that doesn’t need to be the case, according to Jonathan Hick, investment director, and Lindsay Smart, head of sustainability, at Triple Point. In this Green Dream video interview, the pair discuss how they help fund holdings with net-zero roadmaps and improving energy efficiency amid increased cost-of-living. Watch … Read more
This year the sustainable investment industry will start to see more detailed and useful output as a result of the rapid changes in legislation, reporting and disclosure put in place over recent years, but asset managers will still need to take time to clarify theirs and their funds’ positions on ESG as well as work … Read more
Germany has gone “further and faster” on ESG this month with a new law aimed at exposing human rights issues in supply chains. The German Supply Chain Due Diligence Act, which came into effect on 1 January 2023, requires companies that are headquartered, or have a main branch, centre of administration or registered seat in Germany, … Read more
Gresham House has launched a fund for investors to back greater forest cover across Ireland. The Irish Strategic Forestry Fund will provide up to €200m capital needed to create new forests. It will also acquire existing forests. It will eventually represent a portfolio of approximately 12,000 hectares of new and existing forests. Ireland’s Strategic Investment … Read more
In Japan, governance will take centre stage as wages rise and regulatory governance reforms start to come into force. Yu Shimizu, fund manager of the SPARX Japan Sustainable Fund, said megabanks and major property companies have been reviewing their governance systems and strengthening their profit base despite the headwinds of the past 30 years. “Sustainability … Read more