Stewardship – Nature coming to...
Climate has been the starting point for most of us as we focus on achieving greater sustainability. Biodiversity is, arguably,…
18/04/24
Forward thinking
Climate has been the starting point for most of us as we focus on achieving greater sustainability. Biodiversity is, arguably,…
18/04/24
Portfolio perspectives
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
Portfolio perspectives
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24
Portfolio perspectives
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
Front of mind
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24
Front of mind
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24