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Skies clear for billion-dollar US climate spending bill
FRONT OF MIND | Blog - 4 Min

Skies clear for billion-dollar US climate spending bill

A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending...

EDWARD LEES
+1 other(s)
| 09.08.2022
Finding a third way between throttling energy demand and dirty fossil fuel
FRONT OF MIND | Blog - 4 Min

Finding a third way between throttling energy demand and dirty fossil fuel

The war in Ukraine is significantly impacting energy security, particularly in Europe. Beyond oil & gas markets, the conflict has...

ALEXANDER BERNHARDT
| 01.07.2022
Will value stocks continue to outperform expensive sector peers?
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Will value stocks continue to outperform expensive sector peers?

Value stocks have strongly outperformed their growth sector peers since late 2020, when they became as cheap as they were...

RAUL LEOTE DE CARVALHO
| 17.06.2022
Talking heads – Maintaining course through volatility in disruptive technology
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Maintaining course through volatility in disruptive technology

Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation...

PAMELA HEGARTY
+1 other(s)
| 16.05.2022
Do not tar US small caps with the broad market brush
FRONT OF MIND | Blog - 3 Min

Do not tar US small caps with the broad market brush

While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may...

GEOFF DAILEY
| 11.05.2022
Investing in green, social and sustainability bonds
FORWARD THINKING | Blog - 3 Min

Investing in green, social and sustainability bonds

Green, social and sustainability bonds provide financial support for projects and activities that have a positive impact on the environment...

Investment Symposium Series – Big tech or bad tech?
FORWARD THINKING | Blog - 4 Min

Investment Symposium Series – Big tech or bad tech?

Assessing the role and value of Big Tech – a sector with great growth potential, but also one dogged by...

BERENICE LASFARGUES
| 30.03.2022
Has the energy transition narrative shifted?
FORWARD THINKING | Blog - 1 Min

Has the energy transition narrative shifted?

In response to the Russian invasion, a number of European countries have argued for speeding up the energy transition. Germany,...

ULRIK FUGMANN
+1 other(s)
| 09.03.2022
Why now for the Energy Transition?
FORWARD THINKING | Video - 1 Min

Why now for the Energy Transition?

Equity market volatility and macroeconomic concerns have impacted the Energy Transition theme significantly over the past year. However, we believe...

ULRIK FUGMANN
| 08.03.2022
US-China monetary policy divergence – What does it mean?
PORTFOLIO PERSPECTIVES | Blog - 2 Min

US-China monetary policy divergence – What does it mean?

While US inflation has climbed to multi-decade highs, with January’s consumer price inflation hitting a 40-year peak of 7.5% year-on-year,...

CHI LO
| 18.02.2022