Global

14OCT 2019

Markets

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.

14OCT 2019

Economics

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

14OCT 2019

Markets

Infographic: Sustainability Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.

14OCT 2019

Markets

Sustainable Investment Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.

10OCT 2019

Global Market Perspective

Global Market Perspective - Q4 2019

Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.

04OCT 2019

Markets

Quarterly markets review - Q3 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

03OCT 2019

Markets

The three fastest-growing trends in healthcare

With new insight into diseases and a multitude of new medicines being developed, it is an interesting time to be investing in healthcare. Here are three of the three fastest-growing trends.

03OCT 2019

Markets

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

02OCT 2019

Markets

Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?