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“To win by not losing is the core of our investment philosophy,” says Wade. “Different policies globally result in diverging growth trends which are a key driver of corporate returns and lead to return dispersions.”
It’s therefore key for investors to perform bottom-up analysis as well as to view things from a macro perspective, believes Wade.
“It’s impossible to think of rigorous credit research without the context of macroeconomic analysis.”
Michael Nelson reports on ‘a crucial step to holding companies accountable for their negative impacts’
Focus on greenhouse gas reduction, sustainable consumer, pollution control, circular economy and enabling technology
The most-funded start-up areas in Europe over Q1 2024 were energy, health and fintech
There were 352 votes in favour, with 250 against and 21 abstentions
Supporting SMEs and small mid-caps in the agricultural and food sectors
Nick White’s new firm aims to support boutique groups, writes Tom Aylott
