Thematic investing
PORTFOLIO PERSPECTIVES | Podcast - 10:39 MIN
Talking Heads – Offence or defence in multi-asset portfolios?
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination...
FORWARD THINKING, FRONT OF MIND, | Article - 5 Min
Green hydrogen - You may not smell it, but it is coming
It is green as well as colourless; vaporous, not vapid; fluid, yet powerful. Green hydrogen is all those things and...
FORWARD THINKING | Article - 3 Min
Secular growth drives the technology sector
Rapid structural change continues unabated in the information technology (IT) sector, with mobility, cloud computing and the internet of things...
FRONT OF MIND | Article - 4 Min
Ramping up the US-China chip rivalry: Who will suffer the most?
In another turn of the screw in its ban on tech and chip exports to China, the US is proposing...
FORWARD THINKING | Video - 4:51 MIN
Green hydrogen - The energy of the future
The development of green hydrogen as an energy source of the future offers numerous investment opportunities linked to the energy...
PORTFOLIO PERSPECTIVES | White paper - 7 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...
PORTFOLIO PERSPECTIVES | Article - 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...
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...
MONTHLY
ASSET ALLOCATION
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 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...
PORTFOLIO PERSPECTIVES | Podcast - 12:21 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...
PORTFOLIO PERSPECTIVES | Article - 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...
FRONT OF MIND | Article - 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...