European equities Closing the gap
European equities have staged a spectacular rebound: Since their March 2020 low, they are up by more than 60%. So…
31/05/21
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Article
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Podcast
Market weekly European equities: About to catch up (podcast)
This material is intended for Institutional Investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore) only…
31/05/21
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Article
Chinas vast opportunity set Best enjoyed undiluted
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies…
28/05/21
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Article
World Environment Day 2021 Putting ecosystem restoration on a pedestal
Reimagine. Recreate. Restore. Together, these form the theme of World Environment Day 2021 on 5 June, a day when the…
28/05/21
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Article
A standalone allocation to China
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies…
28/05/21
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Article
What do we need to do to decarbonise aviation?
The aviation industry and its emissions are both projected to grow over the coming decades. What policies and technologies can…
27/05/21
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Article
Weekly investment update Its just temporary
Recent disappointing economic data in the US has taken some of the wind out of the sails of the reflation…
26/05/21
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Article
Market weekly Biodiversity: Why nature loss matters (podcast)
Climate change and pollution are among the factors reducing biodiversity. The result is considerable damage to society and the economy.…
24/05/21
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Article
How can the investment industry address the biodiversity crisis?
It’s never been more important for the financial sector, including the investment industry, to take steps to help safeguard the…
24/05/21
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Article
Our thoughts on inflation And why we just dont buy it!
In our view, in the wake of the sell-off and reset in valuations for environmental stocks in the first half…
21/05/21