Credit investing in the transition

Climate transition investing represents one of the most compelling long-term investment themes. Traditionally, transition investing has been viewed primarily through a defensive lens.

Fixed Income Investing – Navigating Macro Divergence

In a world of persistent zero rates, macro divergence could be safely ignored. With different rate outlooks between geographical zones, corporate bond selection requires a consistent approach to macro-overlays.

Marsham Investment Management – Transparency and Assessment Report 2025

We are proud to announce the publication of our 2025 PRI Transparency and Assessment Report, reflecting continued leadership across our responsible investment practices.

Fixed Income Investing – Benefits of a  Strategic Approach

This article examines the current fixed‑income investment environment, where higher interest rates have made the asset class a valuable source of return generation.

Investing in Transition – Resilience Against Negative ESG Sentiment

As of late, the fund management industry has been under pressure to adjust ESG strategies in light of growing negative sentiment, both on the policymaking front and across the media.

How Much Further Can the Theme of Transitional Issuers Go?

As governments ease off the accelerator when it comes to ESG-themed investing, we are often asked: how much further can the Transitional Issuer theme go?

Sustainable Investment and Exclusions – The Conundrum

Exclusions have long been a staple of sustainable investing. While not a new
feature, their presence in investment policy has grown alongside the rise of
ESG…

Transitional Finance – Defining Transitional Sectors

The investment landscape is undergoing a transformative shift, driven by the urgent need to address change and create sustainable economic growth.

Financing Energy Transition – Event Roundup

The topic of financing energy transition and technological change was central at the recent investor event hosted by Marsham IM with support from Barclays Private Bank.

Investing in Transitional Issuers: The New Paradigm of ESG Investing

http://marshamim.com/wp-content/uploads/2024/06/The-New-Paradigm-of-ESG-Investing.pdf