Latest Insights
Beyond the noise: just another rollercoaster
Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.
Biodiversity loss: the other systemic crisis
In this new series of primers we examine key sustainability challenges that humanity is facing.
The fog of war: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
Investing in nuclear energy: are we at a new dawn?
Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.
Breaking down plastic pollution
Exploring the investment considerations for the responsible use of plastic.
A long-haul journey to zero-carbon
Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.
Adobe: inspiring digital creativity and sustainability
Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.
What lies ahead for Chinese equities in the Year of the Tiger?
Portfolio manager May Ling Wee discusses the key risks and opportunities for Chinese equities.
Opportunities in healthcare in 2022
COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?
From defence to offence in biotech
Why the beaten-down biotechnology sector may be worth another look.
REITs 3.0: let’s talk about scale
Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.
ESG 101: why should you care? Client support for today and the future
Why financial professionals should care about ESG and how various styles of ESG investing can be used to suit different client needs.