The View

  • Big tech crackdown: the winners and the losers

    Big tech crackdown: the winners and the losers

    China’s latest crackdown on some of its largest internet companies should raise a critical question — who are the real beneficiaries of reining in the country’s technology titans?

  • ESG progress needs the sharp and the blunt

    ESG progress needs the sharp and the blunt

    A small band of committed investors in Tesco has achieved spectacular success with a shareholder motion on healthy food. This should embolden investors to hold issuers to account on a wider range of social matters — and also contains a deeper lesson about how markets bring about change.

  • How green is your budget?

    How green is your budget?

    ‘Look at the issuer as a whole’ is the mantra of the corporate and supranational green bond markets, and rightly so. But we need to apply the same approach to sovereigns.

  • China-US IPOs are speeding up, not slowing down

    China-US IPOs are speeding up, not slowing down

    Chinese companies have raised equity in the US at a record pace this year. The deal flow has quashed fears that a hostile White House would dissuade China’s hordes of technology startups from listing on the New York Stock Exchange and Nasdaq.

  • Attacks on 'woke capital' put GOP at odds with markets

    Attacks on 'woke capital' put GOP at odds with markets

    Senator Marco Rubio is the latest Republican in the US to launch an attack on what conservative voices have recently dubbed “woke capital,” apparently putting the GOP at odds with an investment world that has embraced ESG.

  • The days of swift evictions are over after Covid

    The days of swift evictions are over after Covid

    Mental health is moving to the forefront in the discussion of what action lenders should take when people are no longer able to pay back their debts. One lasting legacy of the pandemic could be that repossessing a home becomes a last resort rather than a first response and that will have consequences for investors in mortgage-backed products.

  • Banks should light their own path to SLB issuance

    Banks should light their own path to SLB issuance

    There is a golden opportunity for banks to set a precedent by issuing sustainability-linked bonds across the capital stack, rather than waiting for regulators to finish fretting over the guidance.

  • Can ESG investing fix broken cultures?

    Can ESG investing fix broken cultures?

    Harassment allegations at institutions with social and environmental purposes, from schools to public sector banks, are sobering reminders that ethical investment is not only about how borrowers spend investors’ money: ESG investing should catalyse cultural change across the financial industry. But this will be a long and difficult fight.

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