Allocating to thematic investments (video)
Investing in themes means focusing on structural trends that are expected to significantly affect economies and redefine business. We believe…
12/11/21
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Insights 1776
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Article
Getting to net zero The view for the energy sector
As discussions at the COP26 international climate conference continue, Thibaud Clisson dives into one vision of a net-zero future –…
11/11/21
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Article
Plastic waste: Is recycling the answer?
The huge amount of plastic waste – 250 million tonnes – that we produce every year has become broadly recognised…
11/11/21
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Article
Weekly investment update Inflation surprises
Risk assets initially had a good week as markets reassessed central bank reaction functions in the wake of a volte-face…
11/11/21
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Video
COP15 drafts framework for biodiversity recovery (video)
The recent COP15 conference on biological diversity has adopted a declaration for countries to act urgently on biodiversity protection in…
10/11/21
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Article
Fed prudently delivers tapering message as scripted
Recent news from the US Federal Reserve that it will be reducing its bond purchases now worth USD 120 billion…
10/11/21
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Podcast
Market weekly Diversified private markets: A source of illiquidity premiums (Read or listen)
Negative cash flows, pressure to diversify risk exposures, stricter investment regulations – institutional investors are facing many issues. These are…
09/11/21
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Article
Thematic investing myth 5: You need an established fund track record
Sustainable and environmentally focused-investing is still a young investment discipline while being a rapidly growing area with new funds being…
08/11/21
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Article
Environmental investment update - October
In their monthly investment update, our Environmental Strategies Group share their thoughts on the environmental solutions markets globally, portfolio activity…
08/11/21
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Is Chinas regulatory reform stifling animal spirits?
Some investors worry that regulatory tightening in China could strangle growth in its private sector, which is now dominated by…
08/11/21