Macro matters: The big deal
Would a US/Ukraine mineral deal act as a stimulus or inject more volatility into an already fraught global commodity market?
Would a US/Ukraine mineral deal act as a stimulus or inject more volatility into an already fraught global commodity market?
Group recently dropped exclusions on military equipment and services, and some nuclear weapons
It is very difficult to pick and choose the defence industry exposure you’re comfortable with, writes Gemma Woodward
ESG investors have stopped divesting from defence stocks and started buying them since the invasion of Ukraine
Investment analyst asserts ESG investing has become more nuanced after early enthusiasm led to ‘prolific greenwashing’
Square Mile’s Louis Selby highlights strategies with water exposure that are having an impact
An expert panel give their outlook on investing in renewable energy
With elections and sustainability commitments being realigned, ESG has become a political football
Risk of exposure to Ukraine-Russia and Israel-Gaza conflicts
The sector was challenged by macro factors throughout 2022 but last year saw it rebound
This is unlikely to change, and reflects a diversity of views
Strategy available via three SFDR Article 9 compliant Luxembourg-domiciled funds