What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
Following a challenging year, Greg Wilensky believes U.S. core fixed income is poised for better risk-adjusted returns in 2023.
Jeremiah Buckley takes a look at the factors that he believes will differentiate successful businesses as we approach 2023.
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
The global race to net zero is driving investment into the low-carbon energy transition, with green hydrogen sitting at the centre of this megatrend.
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.
ESG investing faced headwinds in 2022, leading to questions about its future role. We believe ESG will remain a crucial consideration for investors.