A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
2023 could be a tale of two halves as the economic reality of recession sinks in. Where should investors look for opportunities?
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
Assessing emissions can be challenging for non-traditional assets. Closer analysis of carbon data can help better understand climate-related risks in CLOs.
The global race to net zero is driving investment into the low-carbon energy transition, with green hydrogen sitting at the centre of this megatrend.
What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.