Responsible Asset Owners Global Symposia

Insights & Releases

We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.

Adrienne Lawler Adrienne Lawler

No rain on the plain

Brazil’s success as an exporter of soy (#2 behind the USA) and maize (#3 behind USA and Argentina) depends upon its ability to double-crop - using the same farmland twice in one year but Deforestation is changing Brazil’s climate, making it dryer, hotter, and less predictable

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Adrienne Lawler Adrienne Lawler

MAPPING OUT MOMENTUM

We focus on S&P 500 stocks and implement consistent data transformations, nested sets of excess returns, and panel regressions to facilitate this attribution. W

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Adrienne Lawler Adrienne Lawler

Gold – creating opportunities from risks

Pension funds are in an unenviable position - trying to meet return targets of the past whilst managing liabilities against a backdrop of low yields, mounting inflationary risks and liquidity concerns.

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Adrienne Lawler Adrienne Lawler

Hidden gems abound amid British bounce back

The bounceback signals a directionally positive environment for UK equities, and is leading allocators to increase exposure to the UK – narrowing the discounts on offer. Opportunities abound!

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Adrienne Lawler Adrienne Lawler

China - threat or opportunity? Discuss

Forest Gump may have said ‘life is like a box of chocolates’ but Digby Jones is oft quoted as saying the region is after your lunch! Are there any opportunities if either is true?

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