Contents 12


Interview: James Brooke Turner The investment director of Nuffield Founda- tion explains how he is funding the charity’s research into improving social policy.


28


COP26 While November’s conference highlighted that the world is on course to miss the climate targets agreed in Paris, some positive steps were taken.


38 UK equities


With the dust settling on Brexit and global inflation rising, is it time for institutional investors to look at UK shares again?


42 China


The world’s second largest economy has faced some upheaval, but there are oppor- tunities for investors who understand the country’s complexities.


6 News 8 Noticeboard


9 The Big Picture 10 Industry view


25 ESG Industry view 26 ESG News


46 The final countdown Issue 110 | February 2022 | portfolio institutional | 5


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