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1043 (41-50)
April 27, 2022
Recent geopolitical events present an ESG conundrum. In Europe, exclusions for nuclear and defence were at their highest heading into the Ukraine crisis, which led to a debate regarding the social merit of certain defence capabilities and nuclear energy exposure. In our view, the debate will contribute to more inclusive approaches from asset managers regarding ESG investing strategies. This aligns with themes we heard at our Global ESG conference in early March. [more]
April 22, 2022
The storm clouds over the global economy have darkened dramatically. Russia’s invasion of Ukraine has led to fundamental questions about Europe’s dependence on Russian energy and the continent’s geopolitical stability. It has also significantly pushed up commodity prices, exacerbating above-target inflation, and creating a serious risk that longer-term expectations become unanchored. [more]
April 7, 2022
Next in our series of concise interviews ‘Q&A with...’ we talk to the Telecommunications Services team. They share their insights into whether European ‘telcos’ should do better with rising interest rates, how they fare in times of heightened geopolitical risks and if the sector can do better in its own right rather than as a defensive. [more]
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