Weekly Market Update Slowdown in sight
The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What…
09/11/23
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Article
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Video
Thematic investing The practical guide to sustainable equity investing
Among the megatrends, sustainability takes a central place. How to invest in this theme? In this Thematic Investing video, three…
07/11/23
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Podcast
Talking Heads Whats next for eurozone government bonds?
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the…
06/11/23
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Article
Weekly Market Update Bond yields dip, a change in the yo-yo pattern?
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the…
02/11/23
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Article
ESG-inspired divestments are only part of the answer
Divestments can be an important tool in the transition to a more sustainable world since they send a clear signal…
01/11/23
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Video
Thematic investing The megatrends shaping the world
Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition…
31/10/23
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Podcast
Talking Heads The sun has risen for Japanese small caps
The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with…
30/10/23
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Article
Huge hydrogen (investment) potential yet to be unlocked
The global energy landscape is evolving, and hydrogen is emerging as an attractive alternative to fossil fuels. A clean and…
27/10/23
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Article
Weekly Market Update The impact of the rise in US bond yields on Asia
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The…
26/10/23
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Article
Buildings are becoming more efficient but not quickly enough
‘Smart buildings’ software can help enable progress towards alignment with net-zero targets. This article has been written by Fotis…
24/10/23