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 […]

Sustaining the momentum

Photo of the city taken with the fish-eye effect

market snapshot

A just transition

Buds in a pot

2024 Outlook

Higher for longer

Face on paper money

2024 Outlook

China: the growth question

2024 Outlook

Innovators: a catalyst in the making

2024 Outlook

Natural capital: the call of the wild

Close-up of the veins in the leaf

2024 Outlook

Artificial Intelligence: it’s all in the algorithm

2024 Outlook

Renewables: winds of change

2024 Outlook