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Talking Heads – Listed equities and the shift to a sustainable economy
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...

HUBERT AARTS
+1 other(s)
| 20.11.2023
How innovative Asian firms have conquered niche environmental solutions
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...

OSCAR YANG
+1 other(s)
| 16.11.2023
Talking Heads – Global emerging markets: adjusting to slower Chinese growth
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...

ZHIKAI CHEN
+1 other(s)
| 13.11.2023
Talking Heads – The sun has risen for Japanese small caps
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...

SHUNSUKE SEAN PARK
| 30.10.2023
Talking Heads – Standing tall: US small caps
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...

VINCENT NICHOLS
+1 other(s)
| 23.10.2023
Talking Heads – Higher for longer bolsters outlook for money market funds
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...

THIBAULT MALIN
+1 other(s)
| 02.10.2023
Chart of the Week - A parting of the ways as bonds price more risk
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...

ANDREW CRAIG
| 29.09.2023
Talking Heads – ‘Time to be serious about climate action financing’
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...

THIBAUD CLISSON
+1 other(s)
| 25.09.2023
Chart of the Week - Pricing of risk suggests it is time for bonds
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...

MAYA BHANDARI
| 21.09.2023
Talking Heads – Picking European stocks that have quality
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...

VALERIE CHARRIERE
+1 other(s)
| 18.09.2023
Talking Heads – Ongoing tailwinds favour European financials
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...

JEROEN KNOL
+1 other(s)
| 11.09.2023
Talking Heads – Taking a closer look at climate focused equity investing
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...

MARTINA JUNG
+1 other(s)
| 29.08.2023