Equity
Portfolio perspectives | Podcast - 14:32 MIN
Talking Heads – Listed equities and the shift to a sustainable economy
How can investors invest in listed equities benefiting from the transition to a more sustainable economy? What are some of...
Front of mind | Article - 4 Min
How innovative Asian firms have conquered niche environmental solutions
The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders. Technological innovation has...
Portfolio perspectives | Podcast - 13:49 MIN
Talking Heads – Global emerging markets: adjusting to slower Chinese growth
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre...
Portfolio perspectives | Podcast - 9:51 MIN
Talking Heads – The sun has risen for Japanese small caps
The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with...
Portfolio perspectives | Podcast - 14:11 MIN
Talking Heads – Standing tall: US small caps
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has...
Portfolio perspectives | Podcast - 10:50 MIN
Talking Heads – Higher for longer bolsters outlook for money market funds
Money market funds have been in favour as central banks tightened monetary policy. Today, the declared intention among leading central...
Front of mind | Article - 2 Min
Chart of the Week - A parting of the ways as bonds price more risk
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly...
Portfolio perspectives | Podcast - 16:07 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...
Front of mind | Article - 2 Min
Chart of the Week - Pricing of risk suggests it is time for bonds
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the...
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 | 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...
Portfolio perspectives | Podcast - 11:05 MIN
Talking Heads – Taking a closer look at climate focused equity investing
Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate-friendly strategy and so do...