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thematic-investing

A fresh look at thematic investing
PORTFOLIO PERSPECTIVES | Blog - 6 Min

A fresh look at thematic investing

Thematic strategies have had a challenging time in 2022, with many factors combining to unsettle markets. Higher inflation, greater geopolitical...

GUY DAVIES
| 05.12.2022
Babies and bath water: Is it time to abandon the 60-40 portfolio?
PORTFOLIO PERSPECTIVES | Blog - 7 Min

Babies and bath water: Is it time to abandon the 60-40 portfolio?

The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen...

KOYE SOMEFUN
+1 other(s)
| 30.11.2022
Investment Outlook 2023 – Investing in an age of transformation
PORTFOLIO PERSPECTIVES | White paper - 27 Min

Investment Outlook 2023 – Investing in an age of transformation

In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation...

Asset allocation update – Japanese equities lose some of their lustre
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Asset allocation update – Japanese equities lose some of their lustre

A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in...

MAYA BHANDARI
| 27.10.2022
Talking heads – Thematic investing: looking beyond the crises
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Thematic investing: looking beyond the crises

Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot...

GUY DAVIES
+1 other(s)
| 10.10.2022
Thematic investing: History can help assess the future
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Thematic investing: History can help assess the future

Understanding the drivers of past industrial revolutions can be invaluable when evaluating  long-term sustainable investment opportunities. Edward Lees and Ulrik...

EDWARD LEES
+1 other(s)
| 23.09.2022
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
Talking heads – There is nothing fluffy about (investing in) the cloud
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – There is nothing fluffy about (investing in) the cloud

While day-to-day ‘market noise’ may feature big in many investors’ minds, it is worth mining long-term structural trends as well...

JONATHAN BARNETT
+1 other(s)
| 11.07.2022
Plastic waste: Is recycling the answer?
FORWARD THINKING | Blog - 5 Min

Plastic waste: Is recycling the answer?

The huge amount of plastic waste - 250 million tonnes - that we produce every year has become broadly recognised...

ULRIK FUGMANN
+1 other(s)
| 11.11.2021
Busting thematic investment myths
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Busting thematic investment myths

Interest in thematic investing has grown markedly in recent years. According to Morningstar, assets under management in thematic funds have...

EDWARD LEES
+1 other(s)
| 13.10.2021