ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Artificial intelligence and the economy: paradigm shift or hype?
The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?
Health and Well-Being – longer lives, healthier lives
After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Europe’s recession was ultra-mild, in the US worse is still to come
Interest rate rises have driven inflation down. We all hope we are close to the pivot point when
banks call a halt to hiking and begin to cut rates.
Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
UK equities: the song remains the same
Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone
Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
L’essor de l’intelligence artificielle, à la force de la puce
L’intelligence artificielle, technologie marquante de la prochaine décennie : comment l’exploiter au mieux d’un point de vue de l’investissement ?