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.
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Mit Chips und Schaufeln am Boom der künstlichen Intelligenz partizipieren
Künstliche Intelligenz (KI) gibt es schon seit Jahrzehnten, doch erst in den letzten eineinhalb Jahren hat sie ihr Schattendasein peu à peu hinter sich gelassen
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
What does a higher inflation world mean for dividends?
Heightened inflation will make it more complicated to identify sustainable dividend growers.
Identifying key sustainable themes for 2023 and beyond
The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
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.
Investment team updates – Market updates 4 March 2022
Latest news from around the investment desks.