Perspective

Highlight

Energietransitie

04NOV 2019

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

Energietransitie

29OKT 2019

Energietransitie

17SEP 2019

2019

SEPTEMBER

06SEP 2019

Economie

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

03SEP 2019

Energietransitie

Ten things every investor needs to know about offshore wind power

As offshore wind approaches cost competitiveness, the potential for growth is huge. What does this mean for investors?

AUGUSTUS

28AUG 2019

Energietransitie

Will electric cars create shocking losses or supercharge profits?

Many investors are worried that the switch to electric could hurt the profits of car-makers. Few have considered how the industry may stand to benefit.

JULI

02JUL 2019

Markets

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNI

13JUN 2019

Markets

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.

2018

DECEMBER

31DEC 2018

Markets

How can we prepare for the AI revolution?

With artificial intelligence expected to infiltrate almost every aspect of modern life within a generation, we look at some of the most meaningful changes it is likely to bring about.

12DEC 2018

Markets

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.