Latest Insights
Subscribe for relevant insights delivered straight to your inbox
COP26: the global natural resources perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Versatility key in navigating new recovery challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
COP26 week two: coal, carbon-trading and climate change funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
Is decarbonisation an opportunity for emerging markets?
Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.
Changing perceptions: natural resource companies are providing solutions to support net zero
How natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
Equities: Can the cycle roll on?
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
Cybersecurity: building a safer online world
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
Fed stays focused on tapering – for now
Federal Reserve Chair Jerome Powell stressed that the November FOMC meeting was more about QE than interest rates.
A balancing act for monetary policy – and bond investors
Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.