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Identifying ‘rising stars’ amid a darkening fundamental outlook
Fraser Lundie, CFA
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At the crossroads
: Market snapshot
Lewis Grant
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Global Equity ESG, H1 2023 Report
Geir Lode
Lewis Grant
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Article
27 September 2023
| Active ESG
Identifying ‘rising stars’ amid a darkening fundamental outlook
Fraser Lundie, CFA
The fixed income firmament offers bright spots amid the gloom.
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Article
22 September 2023
| Macro
At the crossroads
: Market snapshot
Lewis Grant
Lack of movement on interest rates this week left investors wondering: Which way now?
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Report
20 September 2023
| Active ESG
Global Equity ESG, H1 2023 Report
Geir Lode
Lewis Grant
AI: Short-term hype, long-term opportunity
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Article
14 September 2023
| Macro
The fossil fuel burnout
: market snapshot
Geir Lode
Audra Delport, CFA
Orla Garvey
Are we witnessing the ‘beginning of the end’ for non-renewables?
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Video
14 September 2023
| Active ESG
Why invest in emerging markets?
James Cook
A focus on long-term mega trends rather than near-term noise could serve investors well.
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Article
8 September 2023
| Active ESG
In search of silver linings
: Market snapshot
Lewis Grant
Choppy macro data makes for an ambiguous outlook.
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Case study
8 September 2023
| Alternatives
Three Chamberlain Square, Birmingham: Climate resilience in the real world
: Real estate case study
Our Q3 real estate case study looks at climate resilience in the sector.
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Report
30 August 2023
| Alternatives
Next-generation private equity: The art of partnership
: Private Markets Insight
Next-generation managers are re-energising the private equity industry.
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Commentary
29 August 2023
| Active ESG
Beijing faces limited options to tackle economic woes
: A fixed income perspective
Mohammed Elmi, CFA
The country’s economy was in poor health before the pandemic.
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Article
23 August 2023
| Active ESG
Investors must learn to navigate a less predictable world
Saker Nusseibeh, CBE
The risk of geopolitical risk is rising...
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Newsletter
22 August 2023
| Active ESG
Spectrum Q3 2023: No robots were harmed in the making of this report
Geoff Spiteri
Should asset managers jump on the AI bandwagon?
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Article
21 August 2023
| Active ESG
Fear and loathing in China?
: A realistic risk assessment
James Cook
Hugh Shepherd
An update from our Asia ex-Japan team.
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