Asian institutional insights

Long-term insights and latest news

View [From end to end - Our Global Long-Term Unconstrained ESG integration] GLTUESGIntegrationAbstract

From end to end - Our Global Long-Term Unconstrained ESG integration

In the paper, Zed explains how ESG is integrated throughout the investment process. From determining which stocks progress to in-depth fundamental research, the usage of their proprietary ESG risk scoring system and finally how analysis of ESG exposures helps determines the overall portfolio shape.

19 December 2019
View [European Long Short macro and market update] EuroLongShortAbstract

European Long Short macro and market update

Assessing the macro environment allows us to optimally position our portfolio. We do this quantitatively using our Macro Matrix, and qualitatively via our Market Traffic Lights.

16 December 2019
View [Stewardship & ESG Outlook 2020] David Sheasby

Stewardship & ESG Outlook 2020

Head of ESG and Stewardship David Sheasby outlines the key sustainability issues for investors in 2020

Video 3 December 2019
View [European Long Short macro and market update] EuroLongShortAbstract

European Long Short macro and market update

Assessing the macro environment allows us to optimally position our portfolio. We do this quantitatively using our Macro Matrix, and qualitatively via our Market Traffic Lights.

26 November 2019
View [How asset owners can drive sustainability] LTIIDrivingSustainabilityText

How asset owners can drive sustainability

David Sheasby, Head of Stewardship and ESG, looks at why asset owners must drive forward ESG and sustainability factors if they are to generate long-term returns.

19 November 2019
View [Evolving the investment risk profession] LTIIEvolvingRiskProfessionAbstract

Evolving the investment risk profession

Michael Blair, Head of Investment Risk and Portfolio Analytics, asks if the investment industry is looking in the wrong places to advance risk management techniques.

30 October 2019
View [How to engage in a sugar fix for developing markets] HowToEngageInASugarFixAbstract

How to engage in a sugar fix for developing markets

We will, and do use our position as a large shareholder to engage with companies to bring about ESG change when we think it will protect and enhance the risk-adjusted return on our clients’ capital.

29 October 2019
View [Long-Term Mega Trends] Long-Term Mega Trends

Long-Term Mega Trends

We have identified three Mega Trends - Demographic Change, Future of Technology and Resource Scarcity - that are going to be driving market dynamics in various segments on a multi-decades time frame.

24 October 2019