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.

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

Abrdn sustainability chief sounds alarm over ESG 'bubble'
https://www.igniteseurope.com/c/3603084/461994

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

Why AI can overcome the ESG data challenge
https://aimagazine.com/data-and-analytics/why-ai-can-overcome-the-esg-data-challenge

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/

Investing in Transitional Issuers
https://www.esginvestor.net/investing-in-transitional-issuers/

Opinion: 'Transitional' issuers could fuel ESG rally
https://www.funds-europe.com/news/opinion-transitional-issuers-could-fuel-esg-rally

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