Maximising opportunities in decarbonisation leaders

This year’s flood of capital into cash investments after a decade of negative returns has been well documented. Our fixed income investment team examine the UK as a case study and discuss why they believe forward interest rates suggest cash could reign as king for a while.

We consider whether active stock selection across the market capitalization spectrum can consistently add value across varying market conditions.

From inflation hedging and yield to impact goals and climate risk mitigation, investors’ expectations for infrastructure are high.

Read Vanguard's latest monthly summary of flows in the European ETF market

In the latest video insights from Federated Hermes, Mitch Reznick, Head of Sustainable Fixed Income, discusses some of the key dynamics that underpin the fast-growing sustainable debt market.

A soft landing or a hard landing? Aegon AM Portfolio Manager, Alexander Pelteshki, looks to 2024, where markets are still searching for an answer to this key question.

How much are companies being forced to decarbonise? To what degree do regulators expect climate-related disclosures? We review 4 markets to see how lawmakers can steer portfolios toward net zero