In recent years, social housing has become an increasingly important component of our sustainable funds. However, it is crucial to find the right way to invest in the sector, in a manner which respects the strong social benefits that it provides.

The effective integration of ESG factors in government bond markets is still in its infancy relative to other fixed income markets. A ‘green bond’ market is starting to develop in government bonds, which is likely to become more prevalent.

The recent spike in gas prices has focused attention on how we are to transition to a low carbon economy and who will bear the costs. The money involved is huge and consumers will want sheltering from the impact: so, government, or more correctly, taxpayers will pick up some of the bill.But we also need to look at how we tax.

There is clearly a difference of view about the 1970s. It was the decade of surging oil prices and power cuts, trade union militancy, complacent companies, funny clothes, and stagflation – that intriguing mixture of low growth and high inflation.

Last week saw global government bond yields moving higher across the board. It also felt quite pivotal in exposing the challenges societies face in the new Covid world.

Is economics a science? Many academics in the field would say "yes", and the way that the subject is taught today is based on this viewpoint.

The US S&P 500 Index hit its Covid low in March last year at 2237. Since then, it has more than doubled to stand at its current level of around 4500. For anyone who believes in efficient markets this is a mortal blow. To have one of the most liquid and closely followed markets in the world double in less than 18 months demonstrates that significant opportunities will periodically be presented to investors. Last March we noted this was the third big buying opportunity of our careers (September 2001 and the financial crisis being the other two – note the role of fear and panic). However, we have been surprised at how rapid this ascent has been.