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Going beyond exclusions: the merits of integrated ESG research

By Columbia Threadneedle Investments

Embark Adviser newsletter, ESG

It's not just demand for ESG investment strategies that is moving on a positive trajectory. The companies in which these strategies invest are also developing on a path of their own, making progress towards their sustainable goals and responsible objectives – a fact often overlooked by some ESG approaches.

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Investing in a time of war

By Simon Edelsten, Artemis Fund Managers

Embark Adviser newsletter

As individuals, the most we can do is watch in horror and sympathy at what is unfolding in Ukraine – perhaps also with some anxiety. In the modern world the economic impacts of war ripple far and none of us can escape untouched.

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Macroscope: The Chinese have pivoted and no one else has noticed

By Iain Cunningham, Portfolio Manager, Ninety One

Embark Adviser newsletter

While many economies in the West were grappling with rising inflation and endless debate around tapering, 2021 was deemed a “window of opportunity” by Xi Jinping for policy makers to address challenging structural imbalances within the Chinese economy...

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Inflation, rates and volatility to dominate in 2022

By John Husselbee, Head of Multi-Asset, Liontrust

Embark Adviser newsletter

With inflation at multi-decade highs in the UK and US, all eyes have been on central banks to see how far they might go to bring soaring prices under control, with concerns we may see more rate hikes than expected a large contributor to recent volatility. Will the narrative be all about rates?

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Climate change – time to consider a multi-asset investment strategy?

By abrdn Investments

Embark Adviser newsletter, ESG

With China now aiming to be carbon neutral by 2060 and companies making rapid progress in alternative energy technologies, we are on the cusp of a revolution... so how can investors access the climate theme?

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How impact changes investing

By Laurence Witherington, Investment Writer, BlackRock

Embark Adviser newsletter

Eric Rice, Head of Impact Investing within BlackRock Fundamental Equities talked to Sir Ronald Cohen, the highly regarded ‘father of impact investing’ and author of the new book Impact: Reshaping Capitalism to Drive Real Change.

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