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Thematic investing

Talking Heads – Offence or defence in multi-asset portfolios?
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...

MARK RICHARDS
+1 other(s)
| 22.05.2023
Green hydrogen - You may not smell it, but it is coming
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...

THIBAUD CLISSON
| 12.05.2023
Secular growth drives the technology sector
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...

VINCENT NICHOLS
| 27.04.2023
Ramping up the US-China chip rivalry: Who will suffer the most?
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...

CHI LO
| 14.03.2023
Green hydrogen - The energy of the future
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...

EDWARD LEES
| 10.02.2023
A fresh look at thematic investing
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...

GUY DAVIES
| 05.12.2022
Babies and bath water: Is it time to abandon the 60-40 portfolio?
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...

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
MONTHLY
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...

MAYA BHANDARI
| 27.10.2022
Talking heads – Thematic investing: looking beyond the crises
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...

GUY DAVIES
+1 other(s)
| 10.10.2022
Thematic investing: History can help assess the future
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...

EDWARD LEES
+1 other(s)
| 23.09.2022
Skies clear for billion-dollar US climate spending bill
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...

EDWARD LEES
+1 other(s)
| 09.08.2022