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ESG Investing: Operational Excellence in Real Assets Part 3: Recycling and Recovery
In the final part in our trilogy on ESG investing in real assets, we focus on the important ESG factors investors need to consider at the end of the lifecycle of a real asset.
Sustainable Infrastructure for a Sustainable Future
Whitehelm Capital's Ursula Tonkin discusses how ESG factors are integrated into the investment process of the Whitehelm Listed Core Infrastructure Fund.
Economic Update: Will the Rotation to Value Continue?
The rotation from growth into value has been happening in a dramatic fashion over the past two months. Will that continue? And if so, for how much longer? And, what will drive the rotation going forward? Chris Watling from Longview Economics provides his view.