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Front of mind

Issues currently moving the markets

Weekly Market Update – Immaculate disinflation?
Front of mind | Article – 4 Min

Weekly Market Update – Immaculate disinflation?

Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path….

ANDREW CRAIG
| 30.11.2023
Weekly Market Update – Policy shift: are we there yet?
Front of mind | Article – 4 Min

Weekly Market Update – Policy shift: are we there yet?

The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…

CHI LO
| 23.11.2023

Portfolio perspectives

Investment strategies and asset allocation

Thematic investing – Innovation, disruption and sustainability
Portfolio perspectives | Video - 9:40 MIN

Thematic investing – Innovation, disruption and sustainability

In this Thematic Investing video, our experts discuss the potential of companies enabling or adopting innovative technologies and business models...

Research paper - Investment frameworks for a net zero pathway
Portfolio perspectives | White paper - 8 Min

Research paper - Investment frameworks for a net zero pathway

Our paper, “Aligning investments with the Paris Agreement – Frameworks  for a net zero pathway”, explores various strategies for institutional...

Talking Heads – Investment opportunities in Asian environmental markets
Portfolio perspectives | Podcast - 11:45 MIN

Talking Heads – Investment opportunities in Asian environmental markets

As elsewhere, in Asia the environmental challenges created by climate change are driving a search for new ways of living...

OSCAR YANG
+1 other(s)
| 27.11.2023

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Investment Outlook 2024 – Stepping into a new reality
Forward thinking | White paper - 24 Min

Investment Outlook 2024 – Stepping into a new reality

In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

What is net zero?
Forward thinking | Video - 2:56 MIN

What is net zero?

To tackle climate change phenomena such as global warming and extreme weather events, greenhouse gas emissions need to fall sharply....

ESG-inspired divestments are only part of the answer
Forward thinking | Article - 4 Min

ESG-inspired divestments are only part of the answer

Divestments can be an important tool in the transition to a more sustainable world since they send a clear signal...

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