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A “monetarist” perspective on current equity markets – October 2021
“Stagflation” concerns are likely to persist into 2022, while investors should keep a close eye on Chinese monetary trends and G7 bank lending, argues Simon Ward, Economic Adviser.
Aptiv: driving sustainability
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Aptiv: making vehicles safer, smarter and more sustainable
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Nintendo: gaming for education
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Nintendo: gaming for social impact
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Fade the PMI bounce
Better September PMI results are unlikely to mark a reacceleration point for global growth, argues Simon Ward, Economic Adviser.
Investing in the future with REITs 3.0
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Looking to sustainability for opportunity
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.
Innovation addresses industrial recovery challenges
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
Blink and you’ll miss it
Are we setting up for one of the shortest business cycles in history?
Tapering without the tantrum
We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.