Thematic investing

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...

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...

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...

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...

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. ...

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...

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...

What is net zero?
To tackle climate change phenomena such as global warming and extreme weather events, greenhouse gas emissions need to fall sharply....

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...

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...

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...

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...