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 JH Explorer series follows our investment teams across the globe and shares their on-the-ground research at a country and company level. The “Jollof Wars” is a friendly rivalry between Ghana and Nigeria over who makes the best version of Jollof rice, a popular West African dish. Each country claims superiority in preparing this flavourful
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Following nearly three years beset by economic turmoil, debt default, and political instability, Sri Lanka is on a fresh path under a new leadership.
A visit to a leader in robotic surgery, to find out more about their latest innovation and sustainability efforts.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
