Markets soar on rate cut hopes
market snapshot
SDG Engagement Equity Q4 2023 case study
Silicon Labs
Are EM growth stocks set to rebound?
Fast reading Emerging market (EM) growth stocks have underperformed EM value by 23.8% from end-2020 to October 2023. EM value’s outperformance comes despite the fact that it carries almost twice the amount of leverage compared to EM growth1. In the face of rising costs of capital, there is a reduction in operating profits available for […]
COP28: Key takeaways
A central goal of the summit in Dubai this year has been the publishing of the global stock take. The aim here is to assess the progress on collective implementation of the Paris Agreement and identifying solutions to fill the gaps. Big decisions are still to be taken on the crucial negotiation text between countries […]
Sustaining the momentum
market snapshot
Sustainable investing: More than meets the eye?
What does sustainable investing mean to you and how does it manifest itself in this strategy? In simple terms, sustainable investing is the consideration of social and environmental factors alongside financial return, such that the companies we invest in are in some small way contributing to a better future – from the products they produce, […]
Wahlen in UK und in den USA
Ausblick 2024
Eine gerechte Klimawende
Ausblick 2024
Längerfristig höhere Zinsen
Ausblick 2024
China: Die Wachstumsfrage
Ausblick 2024
