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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
Disruptive technology – Risks and opportunities after recent volatility
FRONT OF MIND | White paper - 6 Min

Disruptive technology – Risks and opportunities after recent volatility

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Disruptive technology – Maintaining course in volatile markets
FRONT OF MIND | Blog - 4 Min

Disruptive technology – Maintaining course in volatile markets

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Talking heads – Maintaining course through volatility in disruptive technology
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Maintaining course through volatility in disruptive technology

Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation...

PAMELA HEGARTY
+1 other(s)
| 16.05.2022
Do not tar US small caps with the broad market brush
FRONT OF MIND | Blog - 3 Min

Do not tar US small caps with the broad market brush

While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may...

GEOFF DAILEY
| 11.05.2022
Investing in green, social and sustainability bonds
FORWARD THINKING | Blog - 3 Min

Investing in green, social and sustainability bonds

Green, social and sustainability bonds provide financial support for projects and activities that have a positive impact on the environment...

Investment Symposium Series – Big tech or bad tech?
FORWARD THINKING | Blog - 4 Min

Investment Symposium Series – Big tech or bad tech?

Assessing the role and value of Big Tech – a sector with great growth potential, but also one dogged by...

BERENICE LASFARGUES
| 30.03.2022
Has the energy transition narrative shifted?
FORWARD THINKING | Blog - 1 Min

Has the energy transition narrative shifted?

In response to the Russian invasion, a number of European countries have argued for speeding up the energy transition. Germany,...

ULRIK FUGMANN
+1 other(s)
| 09.03.2022
Why now for the Energy Transition?
FORWARD THINKING | Video - 1 Min

Why now for the Energy Transition?

Equity market volatility and macroeconomic concerns have impacted the Energy Transition theme significantly over the past year. However, we believe...

ULRIK FUGMANN
| 08.03.2022
Disruptive tech – Far-reaching changes that have further to go
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Disruptive tech – Far-reaching changes that have further to go

The extensive changes in how we work, consume and communicate over the last few years have augmented disruption from information...

2022: An even brighter future for disruptive tech
PORTFOLIO PERSPECTIVES | Video - 1 Min

2022: An even brighter future for disruptive tech

The pandemic has sped up a transformation in technology that would otherwise have taken years, triggering a sea change in...