Focused Thinking

Sustainability

As the world recovers from COVID-19, investors will not lose sight of Sustainability, the trend of ESG issues will become more central to investing and business decisions will accelerate; this is already occurring.

Sustainability

AI for Stock Selection – the ESG Connection

We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.

4 min read | August 2021

Sustainability

The New ESG Playbook

EU Sustainable Finance Rules Start to Take Shape

3 min read | July 2021

Sustainability

ESG: Fad or Future?

As ESG investing gains momentum, we explore the factors that point toward this being more a genuine lasting shift than a short-lived fad

9 min read | July 2021

Sustainability

How can companies visualize invisible value?

Why investors need more than data...

2 min read | July 2021

Sustainability

Paul Polman: Embedding ESG in Business is the Right Thing to Do

Businesses must move from corporate social responsibility to being responsible social corporations.

5 min read | June 2021

Sustainability

Carbon Pricing and Financial Markets: The cheapest most expensive commodity

Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.

5 min read | June 2021

Rates

A Measured Approach to ESG Investing

An overlay technique of consensus-ratings to improve the ESG quality of portfolios

5 min read | June 2021

Sustainability

A new green finance paradigm

The pandemic has spurred a reset in values regarding social and environmental stewardship.

4 min read | April 2021

Economics

Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021

Economics

Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min read | January 2021

Volatility

Biden gears up the US auto-industry to get back on a more sustainable track.

Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?

4 min read | December 2020

Sustainability

Social Impact Investing Looks Set to Rise in ASEAN

ASEAN countries have made significant advances in reducing poverty and improving human development but improvements in gender equality and social mobility have been slow.

4 min read | December 2020

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