Investors grapple with human rights as rules evolve
At an Amsterdam panel discussion on Friday hosted by Morningstar, industry experts delved into the complexities of integrating human rights considerations into investment decisions and engagement strategies.
The energy transition as a source of opportunity
Pauline Grange (Columbia Threadneedle) emphasises the opportunities that currently exist in the market to take advantage of European efforts to improve energy autonomy in Europe.
Ukraine: elephant in the commodities market room
In periods of low interest rates, high stock market prices and persistent inflation, the usually volatile commodity markets are once again in the sights of investors. This is also the case now, but this time there is another complicating factor: 100,000 Russian soldiers on the border with Ukraine, which the US president expects to invade the neighbouring country.
Green transition leads to higher inflation
In the medium term, the green transition may further fuel inflationary risks, according to ECB board member Isabel Schnabel in an interview with the Financial Times last weekend. Rising energy prices, she said, may require the ECB to do more to hold back increases. She urged portfolios to increase their investments into real assets.