Investment Research
Original, in-depth investment research undertaken in partnership with leading academic and financial institutions.
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Investment researchSecular outlook 2024Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds. -
Investment researchClimate crunch: a closer look at the transition risks of net zeroTransitioning to a low carbon economy makes financial sense over the long run. However, the initial phases of the transition will present investors with risks they can’t afford to ignore. -
Investment researchEquity markets and the initial phases of the green transitionWe commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. Among the threats investors will need to attend to is the economic disruption caused by higher carbon taxes and bottlenecks in the supply of metals crucial to green technology. -
Investment researchNet zero funding and the implications for sovereign debt investorsWe commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. Chief among them is the scale of the public investment required. How might all that extra borrowing affect government finances and sovereign debt markets? -
Investment researchTransition and stock selection: the problems facing investors with sustainability goalsWe commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. Among them was the very real possibility of capital misallocation and the emergence of asset bubbles among ‘green’ stocks. -
Investment researchCosting the Earth: measuring corporations' impact on biodiversity lossInvestors can no longer afford to ignore the devastating economic effects of biodiversity loss, but they need better tools to contain the risks. This is where the new scientific research undertaken by the MISTRA FinBio programme can help.
