High-wire act: Is it possible to quell inflation and to avoid a recession?
market snapshot
Has the ESG bubble burst?
Fast reading: The Global Equity team have been researching ESG since 2007, just a few years after the United Nations Global Compact first popularised the term, and integrating ESG into their investments for over a decade. Over the past 15 years, the team has both observed and demonstrated the added value that ESG can offer. […]
360°, Q4 2023:
Debt, deficit, dispelling doubts
Markets hit by ‘higher for longer’ rate expectations
market snapshot
Global Equity ESG, H1 2023 Report
The first half of 2023 offered investors a bumpy ride. Early optimism, driven by China’s economic reopening and signs of slowing inflation, received a boost from excitement around the potential of generative AI. While enthusiasm for mega cap AI-related stocks continued through to the second quarter, persistent inflation and a mini banking crisis muted expectations. […]
Why invest in emerging markets?
Recent headwinds should not detract from the long-term structural opportunity presented by emerging markets. Watch our video below to learn more about the case for investing in the world’s most dynamic centres of growth and to understand how our investment teams seek to mitigate risk with an integrated ESG approach. Please explore our website to […]
SDG Engagement Equity Report, H1 2023
Valued workforces drive outperformance
In search of silver linings
Market snapshot
Beijing faces limited options to tackle economic woes
A fixed income perspective
Investors must learn to navigate a less predictable world
There was a time when investors understood that geopolitics and, particularly, the Cold War between the Soviet Union and the West, had a real impact on financial volatility and economies as it played out in a mixture of proxy wars and unusual diplomacy. As a young boy in East Jerusalem in the late sixties, I […]
