Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
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.
Justifications for a cautious view on the San Francisco office market.
A recent client event at Google’s Asia HQ in Singapore with a panel discussion focusing on generative AI.
A new approach to treating diabetes could lead to weight loss and cardiovascular benefits, unlocking the potential for significant growth.
Thoughts on a changing China and government initiatives towards decarbonisation.
Innovative approaches are being adopted in the mining and production of copper, a key metal enabling the shift to decarbonisation.
China is making advances in technology adoption and enabling sustainability.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
A focus on quality is imperative within weak office markets.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
Aaron Scully, Global Sustainable Equities portfolio manager, highlights three key takeaways from his recent trip to Japan.