Building climate-aligned portfolios requires a forward-looking assessment, which is a challenging task due to model uncertainty. It is important to quantify model error and incorporate it into the investment process to ensure credible climate-aligned portfolios.
Indispensable to growth technologies, benefitting from an expected supply-demand gap and highly recyclable, the growth outlook for this ancient metal far exceeds its use in tin cans.
What factors look supportive for convertible bonds in 2024? Our investment team outlines its base-case scenario and areas of potential benefit for investors.
The performance of sustainability stocks in 2023 does not reflect the market’s judgement on the transition, in our view. On the contrary, we believe it is largely linked to cyclical factors.
In this Q&A, LOIM’s Chief Nature Officer considers why the Taskforce on Nature-Related Financial Disclosures (TNFD) framework promotes nature-positive investing.
Equity indices have become extremely concentrated, undermining diversification within passive strategies. Can active managers better navigate this market?
In our 2024 outlook, Silvercrest CIOs for equities, fixed income, multi asset, convertible bonds and alternatives consider how to capture key investment opportunities.
Our approach in systematic equities to implementing macro investing can add value as it moves beyond traditional factors to a wider universe of equity styles.
Misconceptions persist about electric vehicles. We debunk 10 of the most common myths using analysis based on science, engineering, and market research.
In the final instalment of our three-part series on sustainable agricultural practices, we analyse how new technologies and proven approaches are creating a new form of regenerative agriculture.
Our bimonthly on plastics circularity focuses on curbing microplastics, why reusable packaging has the edge and striving for a global treaty on plastics.
As policy rates go from peak to plateau, should fixed-income investors prepare for a bull steepening of the yield curve? This is a key topic covered in the Q4 issue of Alphorum.
There are good reasons to be cautious about nuclear energy. However, it offers clear benefits if handled the right way. We do not believe that eliminating the technology is the only answer.
In the second instalment of our three-part series on regenerative agriculture, we examine the role of GM crops in developing and sustaining new food systems.
We provide an overview of our investment strategy and sustainability approach and highlight the achievements of the strategy’s portfolio companies during the year 2022.
What place do biofuels have in the energy transition, given their complex sustainability record? We explain how they can play a transitional role in hard-to-abate sectors like aviation.
How has the labelled fixed-income market held up in view of macro events this year? What were the areas of strength? We highlight a number of encouraging signs in the world of green debt.
We delve into the Swiss economy and interest rates after the latest Swiss National Bank meeting to help fixed income investors understand what’s ahead.
We use a practitioner’s method to approximate returns for bonds and bond portfolios because it is broader and more practical than using yield to maturity.
The Swiss Climate Scores provide investors with comparable and relevant information on the extent to which their investments are compatible with international climate goals.
Commodity prices, and energy prices in particular, have soared recently, despite the rise in the US dollar. If commodity prices are likely to rise further, how high could they fly?
Car electrification is challenging the whole vehicle production supply chain. Our view is that battery cell production will end up becoming commoditised.
Silvercrest Investment Managers ("LOIM") today announces two senior appointments in Paris to bolster its client service and business development efforts with wholesale and institutional clients across France, Belgium, Luxembourg and Monaco. Marie Bettinger and Aline Bas-Hinnekens bring extensive experience of wholesale and institutional markets.
Energy, land and oceans, and materials systems are being revolutionised, bringing sustainable solutions to mass markets. Forward-thinking investors should assess the potential opportunities.
