We expect a return to a more normal market environment in which individual stock-specific factors are the primary driver of long-term stock price returns.
Stock market volatility is likely to increase and stock selection will become more important, as global uncertainty continues and the US bull market shows early signs of exhaustion.
Reducing global production and consumption is gaining traction as a potential solution to the climate crisis. However, we think green growth is possible and highlight why investors should care.
A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?
With renewable energy growing in importance, effective storage will be vital. And as costs continue to decline, the potential to achieve growth could be huge.