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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Insights 1758
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Article
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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
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Article
Thematic investing myth 4: Not diverse enough?
Environmental thematic investing is not just about clean energy. The diversity of businesses that are focused on environmental solutions is…
05/11/21
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Article
Asset allocation highlights - Long Covid
Confidence in the growth outlook could wane in the short term, particularly given the recent weakness in China, ‘stagflation risk’,…
04/11/21
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Article
Weekly investment update Uncertain risk appetite in the marketplace
Mixed news reports have made investors unsure about their appetite for risk assets: Positive stories in the form of strong…
04/11/21