A bunker for the trade war
President Trump’s tariffs have driven market volatility, as measured by the VIX, to levels not seen since the pandemic. Currently, there is a temporary pause on the tariffs (aside from a 10% rate) for every nation except China, but that is not stopping the market from reeling as the world’s two largest economies push tariffs […]
Global Equity ESG, Annual Report 2024
Fast reading Market and performance review, 2024 Engagement overview ESG outcomes Nature in focus: How we’re investing in biodiversity Case studies: Hitachi and Amazon Global Equity ESG, Annual Report 2024 Download Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now […]
Die Konturen einer neuen Handelswelt
Die kurzfristigen Bewegungen bei Aktien und Währungen haben die Märkte in einen Schockzustand versetzt und Investoren bemühen sich nun, die Zollnachrichten einzuordnen und das relative Wirtschaftswachstum sowie Gewinnschätzungen und den Marktzugang neu zu bewerten. Obwohl der Zollüberhang nicht verschwunden ist, sind wir dem Anfang vom Ende bereits viel näher. Die totale Marktunsicherheit wurde nun zumindest […]
Sustainable Global Equity Annual Report, 2024
Fast reading Investment review, 2024 Engagement overview Thematic focus: Financial inclusion (and why it’s a source of prosperity for all) Key holding examples: AIA Group, Mastercard, ICIC Bank Engagement case study: Credicorp Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, Annual Report […]
German spending bill bolsters Europe rebound
market snapshot
GenAI heralds potential revolution in productivity
Fast reading Productivity growth in advanced economies has declined to less than 1% in the aftermath of the 2008-09 financial crisis. In recent years, productivity growth in emerging economies has also been falling. Advancements in microchip technology, a rollout of cloud computing capabilities, and an increased awareness about the importance of data have the potential […]
360°, H1 2025:
Is the market pricing in a ‘Trump tantrum’ of its own?
Fiorino: Elementary
Solving the eurozone bank mystery
Not all banking partnerships are created equal
In a recent webinar with IPE, Patrick Marshall, Head of Direct Lending, and Kevin Roche, Director, outlined our differentiated approach to bank partnerships, as well as the pros and cons that different partnerships can provide. Watch the highlights below: Read More Watch now Listen now Read More Watch now Listen now Read More Watch now […]
European stocks soar on Ukraine peace hopes
Market snapshot
