Europe (52)
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...
07 Jan 2022
5 min read
We believe responsible investors need to pay greater attention to agriculture, and urge the EU...
As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.
As COP26 took place in November, the Bank of England fleshed out how its corporate bond purchases...
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...
09 Aug 2021
4 min read
Has the European Central Bank (ECB) changed the entrenched low inflation expectations that have...
Could central banks’ decisions in Central Europe provide a template for larger markets?
Putting football rivalries aside, we think Croatia has a lot going for it.
