Investment manager focused on the transition to a more sustainable global economy. FOR PROFESSIONAL INVESTORS ONLY
Joined September 2012
- Tweets 2,121
- Following 1,032
- Followers 2,460
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445 Photos and videos
š°ļøStarlinkās ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications. Read more from Josh Palazola >> ow.ly/vPHv50VEHBT
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The number of US adults aged 80 and over is projected to expand by 5% a year to almost 20 million by 2030.
Read how this is creating a vast market for senior housing solutions ā”ļø ow.ly/TL8N50Vmn6Y
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The cost of AI models is falling tenfold each year, and innovative chip designers are at the heart of these breathtaking advances. Learn more >> ow.ly/PJWT50V69tI
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The Bank of Englandās experiment in quantitative tightening has added to a glut of UK government bonds, contributing to soaring gilt yields. Learn more >> ow.ly/EWqL50V6a6a
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When spreads are tight, āAā-rated issuers face only limited penalties for a credit rating downgrade. Is the scene set for a leverage-fuelled M&A boom? ow.ly/3aEz50UXO02
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A reversal of quantitative easing is underway in the UK. Ross Pamphilon explains the implications for UK public finances and for fixed income investors ā”ļøow.ly/lxMS50V69CV
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A constitutional ādebt brakeā has constrained German fiscal policy since the financial crisis, but will strict rules be loosened by the next government?
Read more š ow.ly/WK2L50V1WJa
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Could this weekendās election trigger fiscal expansion in Germany, unlocking economic growth and supporting risk assets across the European region?
Read more in our latest Insight >> ow.ly/fGSc50V1Wxx
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š¦¾Healthcare systems are under rising strain across developed markets. Read how global medtech innovations align with the demands of unmet patient needs >> ow.ly/emsN50UXOez
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After years of improving corporate balance sheets, we now see a risk of re-leveraging among investment grade issuers. Read why we think āAā-rated US companies could be most tempted >> impaxam.com/insights-and-newā¦
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We see four reasons why the tight high yield spread environment can persist throughout 2025. Peter Schwab and Klaus Blaabjerg share their insight >> ow.ly/5ghR50UUnam
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āļøAdvanced robotics, medical devices and procedural methods are improving patient safety and delivering efficiencies for healthcare systems, creating opportunities for medtech innovators and their investors.
Learn more in our latest insight š ow.ly/kryG50UT9ng
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š§ The US is witnessing a surge in major projects, from upgraded highways to semiconductor plants ā which in turn are driving robust demand for equipment rental services.
Learn more >> ow.ly/7O7050UG1yt
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Creating climate resilience starts with having a good grasp of what risks exist. Yet our experience is that many companies do not have that understanding.
Lean what information investors need from companies to assess physical risk >> ow.ly/mr4s50UsQVj
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Our conviction about the transition to a more sustainable economy is grounded in this fact: there are irreversible transformations well underway in the real economy, across a breadth of sectors.
Read more in our 2025 Outlook ā¤µļø
ow.ly/AKkj50Usycv
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To address physical climate risk, we must plan and invest today for a more volatile and uncertain future.
Learn more >> ow.ly/i8Gf50Uj8HS
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Positive correlations between workforce diversity and better company financial performance continue to be represented in academic and industry findings.
Learn more from Julie Gorte >> ow.ly/77Mu50Uf9Ag
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Vast private and public investment in US megaprojects, spurred by federal support, underpins structural medium-term demand for equipment rental services.
Learn what this means for domestic manufacturing under the upcoming Trump Administration >> ow.ly/cnfa50UeOPg
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With supportive government policy, we believe corporations can move beyond longstanding male-dominated workplace culture, bringing more women into the āYakuinā executive level and helping lead Japanās corporates into the future.
Learn more >> ow.ly/9s0g50U5wnt
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Thank you to everyone who joined us at #CitywireBerlin last week!
Our workshop, centered around high yield, centered on our belief that the credit market is inefficient, leaving many attractive opportunities for disciplined investors.
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