We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
As active managers, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.
Carbon offsets sparked fierce debate between policymakers and campaigners during COP26. Such discussion is vital to help fix some of the perceived flaws in a tool that will have a role to play in the net-zero drive.
Listed US technology companies often continue to be run by their founders, who also retain large or majority shareholdings. This situation can lead to questions over their compensation policies. Regardless of the type of ownership, concerns are exacerbated when boards fail to read the expectations of shareholders, evidenced by poor outcomes at shareholder meetings, and this requires active investors to engage directly with the board.
Physical and economic water scarcity have both drastic societal and economic effects. An increasing (urban) population with a growing demand for food, climate change causing more extreme weather and an aging infrastructure are the main drivers for water scarcity and water stress. Water scarcity is a significant barrier to economic growth, not only in already water-scarce regions