Mona Dohle

Investors beware the dangers lurking in private credit For some observers, the rapid rise of this asset class invites unsettling historical comparisons

One to consider for the Mansion House agenda

on.ft.com/413us1y

"As regulator, we are embracing a new regulatory philosophy. One that sees growth and saver outcomes not as competing priorities, but as mutually reinforcing goals"
Not sure if it's healthy for TPR to suck up to a political agenda to this extent.

www.thepensionsregulator.gov.uk/en/media-hub...

Jepp, 100% racist

Hi, this is Meg Barnette, Brad's wife.

While escorting a defendant out of immigration court at 26 Federal Plaza, Brad was taken by masked agents and detained by ICE.

This is still developing, and our team is monitoring the situation closely.

This is appalling.

Kites 🍉❤️🌱

Stride for Palestinians 2025 I am striding for Palestinians in aid of Medical Aid for Palestinians (MAP). Starting on Nakba Day, I will be completing 107km in one month and virtually covering the distance from Occupied East Jerus

I'll be running 107km over the next month in order to raise money for Medical aid for Palestinians and am very grateful for any support you can give #Gaza #neveragain

medicalaidforpalestinians.enthuse.com/pf/mona-dohle

The west’s shameful silence on Gaza The US and European allies should do more to restrain Benjamin Netanyahu

Agreed

on.ft.com/42PbRYy

On my way into the office after dropping off the kids to school, I may not have packed lunch, a waterbottle or earplugs but hit me up if you're interested in a selection of random fancy glittery stuff

Support our Work ​ The Hind Rajab Foundation Boulevard Louis Mettewie 46 1080 Brussels, Belgium Registered Non-Profit under Belgian law Registration number: 1013306540

While I buy birthday presents for 7 year olds all the time, this one is a bit different. Happy 7th birthday Hind Rajab, wish you were still with us.

www.hindrajabfoundation.org/support-our-...

BP suffers historic shareholder rebellion at 2025 AGM At BP’s AGM today, nearly a quarter of shareholders opposed the reappointment of the chair, expressing their discontent with the firm’s scaled-back climate ambitions

Breaking: At BP's AGM today, 24% of shareholders voted against the chair in protest against the firm's scaled back climate ambition

www.netzeroinvestor.net/news-and-vie...

“If you fund destruction, you’re responsible”: Ugandan activist urges investors to drop TotalEnergies Ahead of the Total AGM in May Net Zero Investor sat down with environmental scientist Samuel Okulony to find out more about the human and environmental impact of the EACOP pipeline

Ahead of the Total AGM in May Net Zero Investor sat down with environmental scientist Samuel Okulony to find out more about the human and environmental impact of the EACOP pipeline

www.netzeroinvestor.net/news-and-vie...

National Wealth Fund reform could drive up investment in the UK’s just transition Jesse Griffiths, CEO of Finance Innovation Lab argues that the key to tackling the UK’s under-investment problem and driving the just transition will be pensions reform allied to a revamped and scaled...

Lab CEO @jesselgriffiths.bsky.social argues in
@netzeroinvestor.net that the key to tackling the UK’s under-investment problem and driving the just transition will be pensions reform allied to a revamped and scaled-up National Wealth Fund. www.netzeroinvestor.net/news-and-vie...

Investors predeclare vote against BP chair in protest at climate U-turn A group of major investors in BP have confirmed that they will oppose the reappointment of the company’s outgoing chair, in protest at the firm’s scaled-back climate ambitions

A group of major investors in BP have confirmed that they will oppose the reappointment of the company’s outgoing chair at the AGM this Thursday

www.netzeroinvestor.net/news-and-vie...

University of Cambridge announces new global bond index - Net Zero Investor - Net Zero Investor Net Zero Investor‘s mission is to provide written, streamed and in-person content that will benefit investors’ net-zero journeys.

The index will favour companies phasing down fossil fuel activities via @netzeroinvestor.net

www.netzeroinvestor.net/news-and-vie...

Even Cathie Wood thinks the US is entering a recession Whatever happened to that 7% growth rate?

Well.. This is a bit of a concern..
on.ft.com/4ibPkta via @FT

Follow This pauses shareholder resolutions citing lack of investor support Dutch campaign group Follow This is not filing any proposals during this AGM season, highlighting growing reluctance among investors to back shareholder activism

Follow This is not filing any proposals during this AGM season because of growing reluctance among investors to back shareholder activism

www.netzeroinvestor.net/news-and-vie...

The Treasury basis trade rears its head again Bills and bonds and Treasury basis trades, oh my!

This is a really good explainer why we're seeing the presumed negative correlation between bonds and equities dissappear. Very much reminiscient of the LDI crisis- on.ft.com/3YkfR0k via @FT

Been away with the fairies this afternoon which makes a pleasant change from stock market crashes. Also nice to see that Cicely Mary Barker supported the suffragettes at the tender age of 12.

NYC comptroller Lander: “we will divest from managers who fail to meet expectations” The New York City Pension Systems have presented their managers with a new deadline on climate reporting, threatening to divest from those who fail to meet expectations

This is big: NYC systems will divest from managers who fail to meet climate expectations.. Find out more in our latest @netzeroinvestor.net podcast

www.netzeroinvestor.net/news-and-vie...

This is going great people it is really going great!

US markets are about to open. Just went for a little stroll around the city and I haven't seen so many miserable faces since Liz Truss tanked UK bond markets in 2022..

Nordea confirms quarantine for fossil fuel major Nordea Group has confirmed an effective quarantine on TotalEnergies, with no further bonds or shares being bought amid growing concerns about the firm’s fossil fuel expansion in East Africa

Nordea Group has confirmed an effective quarantine on TotalEnergies, with no further bonds or shares being bought amid growing concerns about the firm’s fossil fuel expansion in East Africa

www.netzeroinvestor.net/news-and-vie...htt

Glorious.

Well that was a nice surprise yesterday...

This Is Abundance American author Ezra Klein has written a book about his vision for the future. The Climate Laundry conducted a rudimentary analysis to determine if he knows what he's talking about. Spoiler alert: he ...

This review is spot on

the-climate-laundry.ghost.io/this-is-abun...

Is BP the next Suncor? Elliott’s playbook explained by an investor who knows the activist hedge fund well Activist investors rarely make quiet entrances, and Elliott Advisors is no exception. The US hedge fund has taken a near 5% stake in BP PLC (LSE:BP.),...

Final paragraph is missing but interesting comparison anyway

www.proactiveinvestors.co.uk/companies/ne...

Ah yes that's what I meant sorry. His point was that DB is now turning out to be more cost effective.

What does BlackRock’s new “energy pragmatism” tell us about net zero investment? BlackRock CEO and chairman Larry Fink has published his annual letter to investors, with climate change being ominously absent. What does this tell us about the state of net zero investing?

Blackrock is striking a difficult balance between continuing to invest in the transition whilst rowing back on stewardship efforts. Could this come back to bite them? Op-Ed for @netzeroinvestor.net
www.netzeroinvestor.net/news-and-vie...

Interesting argument by @thefinancelab.bsky.social letting the National Wealth Fund increase green bonds could increase its firepower 14x