Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
Analyzing ESG Factors for Risk and Opportunity
Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Taking Stock of the Mining Sector
A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.
The Far-Reaching Investment Implications of China Decarbonization
Considering the massive investment implications of China’s decarbonization plan.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
Global Sustainable Equity: News and Opportunities (January 2021)
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
ESG in Credit Investing: Themes, Considerations and Implementation
As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions.
ESG in 2021: Closing the Expectations Gap
Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Sustainable Equities: The Future Is Green and Digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
Investing in Diversity: Analyzing the Investment Risks and Opportunities
A discussion on the importance of diversity and inclusion from an investment perspective.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Sustainable Design in Consumer Products
An in-depth look at the role of sustainability in consumer products.
Global Sustainable Equity: News and Opportunities (October 2020)
An overview of notable sustainable news stories for the third quarter of 2020.