Why higher energy prices should not mean abandoning ESG.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
High energy and financing costs alongside dollar strength have brewed sovereign default concerns. We look beneath the surface of the asset class.
After having been driven by outsourcing and economic convergence, the next wave of emerging market growth is likely to be fueled by innovation.
What to expect after a significant reset of the US equity markets.
After witnessing accelerating inflows from 2016, European-based ESG equity funds registered their first quarter of outflows in Q2 2022. While heightened market uncertainty has impacted the vast majority of equity strategies in 2022, it is particularly interesting to see ESG flows turn negative, having been impervious to previous risk-off moves in equity markets. It seems
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. (Recorded 25 August 2022)