Thematic investing
Portfolio perspectives | Video - 8:29 MIN
Thematic investing – Alchemy or the one-solution mix
In this Thematic Investing video, our experts discuss the ins and outs of impact investing, how it relates to sustainable...
Portfolio perspectives | Video - 9:40 MIN
Thematic investing – Innovation, disruption and sustainability
In this Thematic Investing video, our experts discuss the potential of companies enabling or adopting innovative technologies and business models...
Portfolio perspectives | White paper - 8 Min
Research paper - Investment frameworks for a net zero pathway
Our paper, “Aligning investments with the Paris Agreement – Frameworks for a net zero pathway”, explores various strategies for institutional...
Portfolio perspectives | Podcast - 11:45 MIN
Talking Heads – Investment opportunities in Asian environmental markets
As elsewhere, in Asia the environmental challenges created by climate change are driving a search for new ways of living...
Portfolio perspectives | Video - 16:16 MIN
Thematic investing – A sustainable framework for fixed income
In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets. ...
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...
Forward thinking | White paper - 24 Min
Investment Outlook 2024 – Stepping into a new reality
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...
Forward thinking | Video - 2:56 MIN
What is net zero?
To tackle climate change phenomena such as global warming and extreme weather events, greenhouse gas emissions need to fall sharply....
Portfolio perspectives | Video - 19:36 MIN
Thematic investing – The practical guide to sustainable equity investing
Among the megatrends, sustainability takes a central place. How to invest in this theme? In this Thematic Investing video, three...
Portfolio perspectives | Video - 7:51 MIN
Thematic investing – The megatrends shaping the world
Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition...
Forward thinking | Article - 4 Min
Huge hydrogen (investment) potential yet to be unlocked
The global energy landscape is evolving, and hydrogen is emerging as an attractive alternative to fossil fuels. A clean and...
Portfolio perspectives | Podcast - 11:5 MIN
Talking Heads – Seeing the worth of the forest for the trees
For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an...