In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown…
24/11/23
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23
In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets. …
22/11/23
How can investors invest in listed equities benefiting from the transition to a more sustainable economy? What are some of…
20/11/23
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will…
17/11/23
US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price…
16/11/23
To tackle climate change phenomena such as global warming and extreme weather events, greenhouse gas emissions need to fall sharply.…
16/11/23
The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders. Technological innovation has…
16/11/23
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…
13/11/23
Sustainability has become a buzzword that raises questions. What do we mean by ‘green’, ‘ethical’, ‘ESG’, ‘responsible’, and ‘impact’? …
13/11/23
