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Inflation outlook: A celebration of growth or central bank complacency?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Global Sustainable Equity: news and opportunities (July 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Innovation, Low Valuations Tailwinds for Health Care
Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.
Decarbonization: How can investors lead the charge to reaching net zero by 2050?
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.
Tech + football = a winning partnership
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
Balancing opportunities and risks in a portfolio
From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.
European equities – identifying winners beyond the COVID bounce
Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.
When will fundamentals matter again?
What market factors could encourage a return to fundamental-based investing?
Come on down: Is inflation priced right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Time to Get Active in ETFs?
From the JHI Global Media Conference: Why we believe active ETFs could triple in value over the next four years.
Breaking Down Risk in High-Yield Bonds
A closer look at the different measures of risk in high-yield bonds.
How is China facing up to changing demographics?
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.