Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.
Global money trends continue to give a downbeat message for economic prospects but there are hopeful signs in EM Far East economies, while medium-term inflation risks could be starting to recede, argues Simon Ward, Economic Adviser.