Insights

Investing in the climate change supercycle

Maria Lozovik, Co-Founder and Portfolio Manager at Marsham Investment Management talks to Shanny Basar about climate change establishing itself as the next super cycle, problems with ESG data, not buying green bonds and using artificial intelligence.
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Firms with ambitious transition plans are more resilient

https://www.environmental-finance.com/content/analysis/firms-with-ambitious-transition-plans-are-more-resilient.html?pf=print
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Abrdn sustainability chief sounds alarm over ESG 'bubble'

https://www.igniteseurope.com/c/3603084/461994
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Nuclear and green hydrogen investment can support swift energy transition

https://www.investmentweek.co.uk/opinion/4049909/nuclear-green-hydrogen-investment-support-swift-energy-transition
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Why AI can overcome the ESG data challenge

https://aimagazine.com/data-and-analytics/why-ai-can-overcome-the-esg-data-challenge
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Marsham USD Transitional Issuers Fixed Income Fund has won a 2022 CAMRADATA Global Broad Bond – Absolute Return (USD) award.

https://www.camradata.com/winners-runner-ups-2021/
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Investing in Transitional Issuers

https://www.esginvestor.net/investing-in-transitional-issuers/
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Opinion: 'Transitional' issuers could fuel ESG rally

https://www.funds-europe.com/news/opinion-transitional-issuers-could-fuel-esg-rally
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Demo: Sevva

SEVVA is a disruptive research assistant that uses artificial intelligence and machine learning to minimise the time we spend sourcing and filtering information, helping us make better decisions faster.
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