Europe (52)

COP26: collaboration on a scale I’ve never before encountered in my career
ESG and long term themes

COP26: collaboration on a scale I’ve never before encountered in my career

For responsible investors, divestment can have unintended consequences – and engagement is often...

By Michelle Scrimgeour

07 Jan 2022

5 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
The Bank of England’s Plan for Greener Bond-Buying
Jonathan Lawrence
ESG and long term themes

The Bank of England’s Plan for Greener Bond-Buying

As COP26 took place in November, the Bank of England fleshed out how its corporate bond purchases...
By Jonathan Lawrence
17 Nov 2021
7 min read
Coal: It’s better to phase out than to burn away
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
Cheering for Croatia
John Roe
Investment strategy

Cheering for Croatia

Putting football rivalries aside, we think Croatia has a lot going for it.  
By John Roe
08 Jun 2021
6 min read