Front of mind
Issues currently moving the markets
Front of mind | Article – 4 Min
The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa
The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
Front of mind | Article – 4 Min
Medicare drug price negotiations – Not as simple as the headlines would imply
Drug pricing reforms in the US will likely constrain growth for biopharmaceutical manufacturers, placing even greater importance on a company’s…
The big question
Will China reach its 5% GDP growth target this year?
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Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives | Podcast - 16:07 MIN
Talking Heads – Picking European stocks that have quality
What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European...
Portfolio perspectives | White paper - 5 Min
Asset Allocation Monthly – Complacent? Not us
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,...
Portfolio perspectives | Podcast - 15:02 MIN
Talking Heads – Ongoing tailwinds favour European financials
At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the...
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future
Forward thinking | Podcast - 15:14 MIN
Talking Heads – ‘Time to be serious about climate action financing’
Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of...
Forward thinking | Article - 4 Min
How creative financial approaches can advance climate adaptation
Climate change increases the likelihood of weather-related natural disasters. Their occurrence has increased tenfold since the 1960s, resulting in estimated...
Forward thinking | Article - 4 Min
‘Say on Climate’ voting: Losing steam – or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero...
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Our latest regular features, outlooks and reports