The last time the annual rate of inflation, as measured by the index of core personal consumption expenditures, exceeded 3% was 30 years ago, in 1991.

In answer to the question ‘Can dead bees sting’ In court, yes. Other financial damage for investors, also yes. Pesticide risks can have very long tails.

The evolution of ESG, more than just a risk mitigator. The green premium is an elusive concept. Portfolio manager Laurence Monnier reviews the academic literature and crunches some numbers to quantify the extra pricing power afforded by more sustainable commercial properties.

As China’s bond market continues to attract increasing interest from international investors, it is critical to assess the creditworthiness of China’s issuers using a global rating scale, allowing investors to compare investments on the same basis.

Some interesting questions posed here: what constitutes a substantial social contribution. And of course, who decides if it’s right?

Progress is needed, and at a faster rate, will regulation offer a solution to speed things up?

Current valuations were viewed as only being justified by very bullish post-pandemic growth assumptions and there are signs it might be right, but will a third way derail momentum?

At the present time, the Net Zero Plan covers Railpen’s investments in listed equities, corporate fixed income, and sovereign bonds, approximately 65% of the investment portfolio

Asset Managers Janus Henderson are taking a different approach to the huge variety of datasets available - or not - to determine what makes a sound ESG investment and it doesn’t involve traditional data sources. Could this ne a revolution in the making?

As demonstrated by environmental protests against asset managers accused of “funding destruction”, the investment industry remains broadly perceived as uninterested in the existential challenges facing humanity.

A damning statement from The Wisdom Council research paper: Investors don’t associate the investment industry with sustainability. The question is: Why not? Bad PR or a failure to communicate more effectively overall?

In addition to the now decade-old quest to meet return targets in a low-yield environment, institutional investors face a new set of challenges as they position portfolios for the post-COVID-19 period. Among the most important: the need to protect their portfolios from mounting inflationary risks.

The FCA set out a number of stylised examples of applications for authorisation of investments funds with an ESG/sustainability focus that have fallen below our expectations. A shot across the bows of the Investment Industry?

COP26 goal: To urgently protect and help adapt our communities and natural habitats from the destructive effects of climate change. I wonder what the people of Germany think about that right now?

Under the Taxonomy Regulation, the Commission had to come up with the actual list of environmentally sustainable activities

EM equities: a shift from commodities-oriented sectors toward faster-growing tech and consumer sectors

According to the initial American Jobs plan factsheet just two of the key elements of the $621bn physical infrastructure plan called for are Investment in the electric grid network and rolling-out affordable reliable high-speed broadband across the country

Why was an old and unsafe Chinese factory trawler sold for USD 24.5 million in December 2020?

We keep hearing the phrase ‘Build Back Better’ but what does it mean in reality?

International migration provides much-needed incomes and remittances which support source countries. The chains of slavery aren’t always visible.