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Deforestation: seeing the wood for the trees
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
How is global real estate faring amid inflation and growth concerns?
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating market risks in small-cap growth
Navigating risks that have emerged in small-cap growth stocks.
High yield bonds: The useful side of supply constraints
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Metaverse: the next big computer revolution
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
What to watch for next as investors navigate volatile markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
The surprising case for natural resources
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
The impact of war on European energy policy
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
In accelerating policy normalisation, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Maintaining focus in challenging markets
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?