Importance of avoided emissions and the implications for investors.
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 future of the tobacco industry and the implications for European investors.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
The potential benefits of moving out of money market funds into duration assets as the Fed ends its rate-hiking cycle.
How can investors put renewed activity in the primary market for convertible bonds to their advantage?
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Why the small- and mid-cap space may present opportunities in the current economic environment.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
Why integrating risk-adjusted conviction as measured by Implied Alpha into portfolio construction serves as a complement to bottom-up stock selection.