Contents


24 ESG: Waste


Why failing to reduce corporate waste is undermining efforts to decarbonise portfolios.


34 Commodities


What does the surge in prices for com- modities such as wheat, gas and precious metals caused by the war in Ukraine mean for British institutional investors?


50


38


Roundtable: Global emerging markets


A discussion on how investors should navigate the developing world in the face of rising inflation, Covid and trouble in China.


Feature: Emerging markets Are investors being too hasty in ditching their exposure to developing economies?


54 Solvency II


Easing the liquidity rules could help the government fulfil its infrastructure dreams, but what will the insurers get out of it?


6 News 8 Noticeboard


9 The Big Picture 10 Industry view


21 ESG Industry view 22 ESG News


58 The final countdown Issue 113 | May 2022 | portfolio institutional | 5


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