Infrastructure debt Financing a sustainable future
Private capital can be vital in meeting net zero emissions goals. This includes infrastructure debt which can be an attractive…
25/03/24
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Insights 1776
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White paper
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Article
Quenching the semiconductor industrys thirst
Innovative technologies are reducing the environmental impact of a water-intensive industry critical to the modern economy, writes Justin Winter, Senior…
25/03/24
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Graph
Graph of the Week Foreign direct investment returns to China
China saw USD 17.5 billion in foreign direct investment (FDI) coming into the country in the fourth quarter of 2023,…
21/03/24
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Podcast
Talking Heads Investing in water: from chips to lithium to PFAS
In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager…
19/03/24
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Article
Weekly Market Update: The Fed's dilemma - and its global impact
Financial markets are pondering the US Federal Reserve’s likely policy path after last week’s release of another set of unexpectedly…
18/03/24
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Infographic
Investing in water Managing a critical global resource
Water is a multi-faceted theme with growth potential. Investing in water can contribute to adapting to the impact of climate…
15/03/24
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Graph
Graph of the Week Relative performance of Chinese equities has improved
The latest batch of stimulus measures from the Chinese government appears to be having a more of an impact on…
15/03/24
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Article
2024, a crucial year for artificial intelligence
Artificial intelligence is a pivotal theme driving the digital transformation across all sectors of the global economy. As the technology…
14/03/24
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Video
Webcast The global macroeconomic outlook for 2024
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and…
14/03/24
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Article
Confronting the China bear
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24