For professional investors in Argentina

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Commodity indices: The carbon offsetting evolution

Commodity indices: The carbon offsetting evolution

How investors can utilise carbon futures, both as an active tool to help mitigate carbon emissions and as a potential additional source of returns.

Why we own one of the most carbon intensive stocks in our investment universe

Why we own one of the most carbon intensive stocks in our investment universe

John Bennett and Tom O’Hara, European equities portfolio managers, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.

Access to medicine – the need for innovation, partnerships and data capture

Access to medicine – the need for innovation, partnerships and data capture

Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.

The ABC’s of ESG

The ABC’s of ESG

ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.

ESG in credit investing: themes, considerations and implementation

ESG in credit investing: themes, considerations and implementation

Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.

Emerging market equities: China’s “smart” opportunity

Emerging market equities: China’s “smart” opportunity

Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.

Technology: solutions for a sustainable future in transport

Technology: solutions for a sustainable future in transport

Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.

Why should investors care about ESG?

Why should investors care about ESG?

Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.

Taking stock of the mining sector

Taking stock of the mining sector

Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.

China decarbonisation: the emergence of a mega-theme

China decarbonisation: the emergence of a mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.

ESG in 2021: Closing the Expectations Gap

ESG in 2021: Closing the Expectations Gap

Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.