Europe (53)

Russian twist
Investment strategy

Russian twist

Our mantra is to prepare, not to predict. So how are we preparing for potential conflict between...

By Aristide Goualin

28 Jan 2022

3 min read

Tackling obesity as an ESG issue
ESG and long term themes

Tackling obesity as an ESG issue

The global disease presents risks and opportunities to investors, as well as the chance to delive...
By Jennifer WongJonathan LawrenceMadeleine King
23 Dec 2021
4 min read
Agriculture risk in the EU’s Sustainable Finance Taxonomy
Alexander Burr
ESG and long term themes

Agriculture risk in the EU’s Sustainable Finance Taxonomy

We believe responsible investors need to pay greater attention to agriculture, and urge the EU...
By Alexander Burr
26 Nov 2021
3 min read
Credit markets: Mid-cycle or fashionably late?
Fixed income

Credit markets: Mid-cycle or fashionably late?

As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.  
By Colin ReedieMadeleine King
23 Nov 2021
4 min read
Real-estate corporate bonds: follow the flow
Fixed income

Real-estate corporate bonds: follow the flow

What should investors make of the boom in property companies issuing bonds?  

By Marc Rovers

07 Oct 2021

3 min read

Coal: It’s better to phase out than to burn away
Jonathan Constable
ESG and long term themes

Coal: It’s better to phase out than to burn away

There is still much work to do to phase out coal in Europe, but some utilities could accelerate...
By Jonathan Constable
09 Aug 2021
4 min read
The ECB and inflation: Much Ado About Nothing
Christopher Jeffery
Economics

The ECB and inflation: Much Ado About Nothing

Has the European Central Bank (ECB) changed the entrenched low inflation expectations that have...
By Christopher Jeffery
14 Jul 2021
4 min read
A CE3 view
Willem Klijnstra
Economics

A CE3 view

Could central banks’ decisions in Central Europe provide a template for larger markets?  
By Willem Klijnstra
12 Jul 2021
3 min read