Focus
Focus is a thematic publication that analyses an investment opportunity.
Beyond sustainable investing - Combining green returns with [...]
The Mediterranean’s sperm whales and their ecosystem may seem an unlikely investment target. [...]
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ESG Litigation Finance - Investing in accountability
Litigation is a costly procedure. Available resources can have a substantial impact on outcomes, and smaller players are often disadvantaged against large corporations. [...]
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Covid will drive green bond issuance as shift to sustainabil [...]
The catastrophe of Covid-19 has given the world one silver lining. A wake-up call. A sobering vision of the future, and the economic and social devastation that climate change will bring. [...]
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Ten credit markets warnings that signal long-term alpha pote [...]
The longest equity bull market since the Second World War led to high valuations and increased leverage. [...]
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Investment views - Get used to a post COVID-19 world
In January 2020, we published an article where we said: “In a late-cycle environment, fuelled by record amounts of leverage and debt issuances, we choose to build downside protection and diversificati [...]
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How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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Covid-19 tail risk shows importance of true uncorrelated ret [...]
During SYZ’s annual alternatives conference in January, CQS founder Sir Michael Hintze foretold the assembled group of influential investors an imminent pandemic could hit global markets. This ‘black [...]
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The 2020 yield hunting season has begun
In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential returns for 2020. 
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An overview of ESG matters in Japan
Japan is often said to be lagging the rest of the developed world in terms of its companies’ environmental, social and governance (ESG) practices. [...]
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