Fiorino: Many banks, multiple outcomes
Anything can happen. Or, according to one interpretation of quantum mechanics, everything that can happen, does happen. The so-called ‘many worlds’ postulate, first floated in the 1950s by then US physics PhD student, Hugh Everett III, resolves a fundamental enigma of the ‘wave function’ – the mathematical expression of how a quantum system, such as […]
Asia ex-Japan Equity: Letter to Investors
Outperforming us over the long term
Financial inclusion and banking
A billion-person opportunity?
European stocks rally as recession fears recede
market snapshot
Shifting the spotlight
The value of biodiversity
Fixed income rebounds on expectations inflation has peaked
market snapshot
ABS issuance: Why so low?
Chart of the month
Emerging markets set to turn a corner?
Fast reading: Amid tech crackdowns, a struggling property sector and the fallout from its zero-Covid policy, China had a tough 2022. Will the country’s fortunes improve in 2023? Amid big hikes by the US Federal Reserve, the strong US dollar cast a long shadow over financial markets last year. How might dollar strength impact emerging […]
Our investment teams on the key themes for 2023
2022 was a challenging year which rocked financial markets and forced investors to reconsider their positioning against a backdrop of uncertainty. Russia’s invasion of Ukraine challenged Europe’s reliance on Russian commodities and caused an energy crisis; inflation soared to a four-decade high, sparking a cost-of-living crisis. Investors are understandably cautious about what might be in […]
Putting the ESG into real estate
Fast reading: ESG highlights: An overview of how our real estate investments performed on net zero, renewable energy, waste reduction, biodiversity and green certifications. How we do it: An overview of how the Real Estate team has developed its ESG integration, including governance and oversight, performance targets, due diligence and responsible management. Case studies: Fleet […]
