At this year’s ‘Solving For 2022’ virtual conference, Joseph Amato and Erik Knutzen set out our 12-month view for the economy and markets. Clients then had the opportunity to hear from a selection of our investment professionals covering what we believe will be some of the key investment themes for the year ahead.
Below you will find full videos on each of the sessions from Solving for 2022, as well as presentations to download.
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Yan Taw Boon, Director of Research (Asia) and Portfolio Manager
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Joana Rocha Scaff, Head of Europe Private Equity
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Sarah Peasey, Director of European ESG Investing
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Emission Impossible? Navigating Climate Action and Regulation
(20:41) At COP26, the 2021 United Nations Climate Change Conference, many promises were made. Now investors are closely watching governments and companies to see how they take concrete action.
COP-Out or COP Half Full?
While there was no “Eureka!” moment, COP26 delivered some important symbolic gestures and substantial progress.
Durable, Sustainable, Adaptable: Identifying Potential “Transition Winners”
In the modern economy, we believe the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.
Transitioning to Net-Zero Investing
Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?