10 Things We Learned From Pitchbook’s ESG Survey (Part One)
If you didn’t already know, there are several companies in the Morningstar family, and one of them – Pitchbook – runs ongoing dedicated analysis of the world of venture capital.…
ESG Headache China is Prepping For Its 20th Party Congress
In a year of subdued economic growth, the market is watching China’s 20th Communist Party Congress closely for clues on what might happen next. The Congress starts 16 October with…
Gilt Yields Fall as Hunt Rips up Mini-Budget
New chancellor of the exchequer Jeremy Hunt has ripped up the government’s mini-Budget policies, announcing an extraordinary U-turn on plans to lower tax. The planned cut in income tax next…
Beset by Threats, ESG is Under Siege in 2022
Sunniva Kolostyak: Contrary to what you might think, greenwashing and a lack of standardisation are not ESG’s biggest problems. Even more significant is the co-ordinated campaign of divestment being levelled…
If We Don’t Define ESG, Its Enemies Will
This article was originally published for Morningstar.co.uk in May 2022, and is reproduced here with thanks to Jon Hale as part of a special week of content on ESG What…
ESG Stock of the Week: RELX
It’s ESG week here at Morningstar so instead of looking for undervalued stocks we’re seeking out the most sustainable ones. This is harder than it looks. We could immediately look…
Truss Sacks Kwarteng, Confirms Tax U-Turn
The prime minister has performed a dramatic sacking today, ousting chancellor Kwasi Kwarteng after just 37 days as he returned from the IMF in Washington. Liz Truss also confirmed a…
Dear Oh Dear: 10 Things We Learned This Week
At the start of the week the chancellor bowed to market pressure and agreed to bring forward publication of his “medium-term” fiscal plan, detailing how planned tax cuts — or…
We Still Expect US Inflation to Fall in 2023
While consumers found relief at the gas pump in September, inflation remained a significant problem elsewhere, leading markets to look for even still more aggressive interest rate increases from the…
We Can Help You Cut Through The Noise of Thematic Funds
Thematic funds are essentially exchange-traded funds and mutual funds that attempt to harness secular growth themes. These could be technology themes like artificial intelligence, or physical world themes like renewable…