In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Japan: we’re more convinced than ever
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
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.
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
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 ?
Contexte inflationniste : quel impact sur les dividendes ?
L’inflation accrue compliquera l’identification des sociétés dont les dividendes s’accroissent de façon durable.
Identifier les thèmes clés du développement durable pour 2023 et au-delà
COPs, changement climatique et biodiversité – quel résultat apporteront les récentes conférences ?
The digitalisation of everything
Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.