Opportunities in feeding the world...
Consumers and policymakers are driving the shift towards more sustainable food and agricultural practices. As a result, the long-term prospects…
28/05/24
Portfolio perspectives
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Article
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Article
Sovereign green bonds – Bigger,...
Green, social and sustainable (GSS) bond issuance was resilient in 2023, rising by 2% year-on-year despite sluggish economic growth. While…
23/05/24
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Article
Update to our asset allocation...
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24
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White paper
Monthly Market Viewpoint – Delayed...
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24
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Podcast
Talking Heads – Indian equities...
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are…
07/05/24
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Podcast
Talking Heads – The weighty...
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers…
30/04/24