The Model of Resource Efficiency
Our portfolios are systematically constructed based on extensive proprietary research. Through the standardisation of unstructured environmental data, our research process gives context and comparability to corporate environmental disclosures by objectively comparing the environmental balance sheets of companies across 34 industry sectors. Our evidence-based approach, through the stripping out of subjective data, measures sustainable action over intent.
Insights

Money Matters: Cornered, not Calm
The Fed, and increasingly the ECB, have fewer good options at every meeting

Mining’s Great Consolidation: Why Efficiency Will Decide the Winners
Mineral deposits are becoming harder to exploit, costs are rising and regulatory pressures are intensifying

Fixed Income – Credit Quarterly Outlook
March 2026 – By Victor Verberk, CEO/CIO, and Bob Stoutjesdijk, Strategist

Money Matters: Debt, Debasement and Divergence
By Bob Stoutjesdijk, Global Macro Strategist



