Thematic investing myth 1: What is the trade-off?
We believe that the argument that there is a trade-off between environmental thematic investing and long-term performance does not stand…
20/10/21
Search results
Insights 1758
-
Article
-
Video
We cannot live without water. Nor can investors (video)
Water is a limited resource – yet demand keeps growing. At the same time, climate change greatly affects the availability…
19/10/21
-
Podcast
Market weekly Confidence in storm-hit China should return (listen or read)
Investors with China exposure, or an appetite for it, face a raft of issues ranging from slower growth, which may…
18/10/21
-
Article
Weekly investment update - Stagflation chatter
Domestic energy supply shortages in Europe and dependence on volatile global markets are contributing to record gas prices across the…
14/10/21
-
White paper
Busting thematic investment myths
Interest in thematic investing has grown markedly in recent years. According to Morningstar, assets under management in thematic funds have…
13/10/21
-
Article
What you need to know about polysilicon and its role in solar modules
What is polysilicon, what is its role in solar panels and are there any social and governance concerns around its…
13/10/21
-
Article
Markets in September A case of the seven-month itch?
After seven consecutive months of gains, global equities fell by 4.3% in September (the MSCI AC World index in US…
12/10/21
-
Article
US September payrolls: Low, but not enough to delay the taper
The US economy added just 194 000 jobs in September, falling well short of consensus expectations of around 500 000…
12/10/21
-
Podcast
Market weekly Convertible bonds: multi-functional and flexible capital (read or listen)
Convertible bonds are hybrid instruments combining bond and equity characteristics. As a result, they offer some equity upside, but with…
11/10/21
-
Article
What it means to be a sustainable investor
The natural world is in crisis: We are losing biodiversity – the very fabric of life – at an alarming…
08/10/21