Fixed income outlook The temporality of inflation
It has become clear that the current inflation pressures are not simply transitory. Supply-side disruptions have proven more persistent, while…
18/11/21
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Insights 1758
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Article
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Article
Weekly investment update A history lesson
As happens occasionally, the view of the world one sees expressed in fixed-income prices seems quite different from the one…
18/11/21
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Article
Fixed income outlook The effects of not-so-temporary inflation
It has become clear that the current inflation pressures are not simply transitory. Supply-side disruptions have proven more persistent given…
18/11/21
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Article
Chinas transportation transformation
In an era where people are increasingly recognising the need to lead more climate-friendly, environmentally positive lives, the adoption of…
17/11/21
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Article
Chinas transportation transformation
In an era where more people are recognising the need to lead climate-friendly, environmentally positive lives, electric vehicles are being…
17/11/21
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Podcast
Market weekly Emerging markets set to surface from tough year (read or listen)
It has been a challenging year for investors in emerging markets – equities have lagged their developed market counterparts, EM…
15/11/21
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Article
Thematic investing myth 6: A public investment vehicle cant achieve impact
There is a common belief that true investment impact can only be achieved through venture capital, private equity or via…
15/11/21
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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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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