Simon Webber

Lead Portfolio Manager

Highlight

Markets

14OCT 2019

Disruption from climate change is only just beginning for investors

We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.

2019

JUNE

17JUN 2019

Markets

Investors should note the approaching tipping point for renewable energy

Renewable energy may soon put downward, not upward, pressure on energy prices, prompting a much faster move away from fossil fuels.

MAY

20MAY 2019

Markets

Can Amazon really be a climate change champion?

The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.

APRIL

26APR 2019

Markets

Have investors missed the real revolution in electric vehicles?

Investors are focused on an anticipated boom in electric cars. The true acceleration in demand is happening elsewhere.

2018

DECEMBER

05DEC 2018

Markets

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

2017

DECEMBER

04DEC 2017

Markets

Outlook 2018: Global equities

The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.

2016

DECEMBER

06DEC 2016

Markets

Outlook 2017: Global equities

In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.

2015

DECEMBER

16DEC 2015

Markets

How useful is portfolio carbon footprinting?

As focus on climate change intensifies, portfolio carbon footprints can be a helpful tool for investors but may not provide a complete picture of future risks and opportunities