Insights
EdenTree achieves a fully SDR-labelled fund range
We are proud to announce that all EdenTree funds now carry an SDR label – either Sustainability Impact or Sustainability Focus. In line with this milestone, we’ve renamed funds across our range, ensuring their names clearly communicate the breadth and depth of their sustainable credentials. At the heart of this achievement lies the EdenTree Standard, our rigorous, qualitative-led sustainability assessment framework.
read moreField Notes – Quarterly insights from EdenTree’s Sustainable Investment Team
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AI’s software shock: understanding the market disruption
The past year has been characterised by extraordinary advances in artificial intelligence (AI), but over recent weeks, sentiment has turned dramatically for software names. The EdenTree Sustainable Global Equity team will continue to discern where absolute value appears and understand what, if any catalyst, would trigger a reappraisal of fundamentals.
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Sustainable Sovereign Debt: A Credible Source of Value in a Changing Macro Regime
Sovereign bond markets are undergoing one of the most meaningful shifts in over a decade. The era defined by low inflation, ample liquidity and minimal fiscal constraints has given way to an environment shaped by higher inflation, rising refinancing costs and increased demands on government balance sheets. At the same time, sustainability is becoming a financially material consideration in sovereign bond markets. The climate transition, biodiversity loss and adaptation spending are no longer abstract policy goals but determinants of medium-term growth and debt sustainability. In the next phase of the cycle, we believe sustainable sovereign debt is not a niche allocation but a core source of resilient returns, particularly for investors seeking income, diversification and exposure to the long-term transition of the global economy.
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