The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders. Technological innovation has…
16/11/23
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…
13/11/23
Sustainability has become a buzzword that raises questions. What do we mean by ‘green’, ‘ethical’, ‘ESG’, ‘responsible’, and ‘impact’? …
13/11/23
The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What…
09/11/23
Among the megatrends, sustainability takes a central place. How to invest in this theme? In this Thematic Investing video, three…
07/11/23
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the…
06/11/23
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the…
02/11/23
Divestments can be an important tool in the transition to a more sustainable world since they send a clear signal…
01/11/23
Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition…
31/10/23
The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with…
30/10/23
