Green hydrogen is finally showing its true colours
We look at what is driving recent heightened interest in hydrogen as a clean alternative to fossil fuels, the catalysts required for it to become a viable solution, and the opportunities this might present from an infrastructure point of view.
Funding Europe’s green infrastructure finance gap
Environmental, social and governance investing has received huge policy support, particularly in Europe where the build out of green infrastructure has been impressive. We look at four major investment themes this presents.
Infrastrukturinvestitionen in der Nach-Corona-Zeit
Nachhaltige Infrastrukturinvestitionen sind
einer von vielen Bereichen, die 2020 durch
Covid-19 grundlegend verändert wurden.
Nachhaltige Infrastruktur in Europa: In einem Sweetspot
Infrastruktur ist entscheidend für eine gut funktionierende
Wirtschaft und Gesellschaft, aber nicht alle
Infrastrukturanlagen sind gleich.
Video: 2021 investment outlook
Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021. Featuring: William Davies, Chief Investment Officer EMEA and Global Head of Equities; Neil Robson, Head of Global Equities; Maya Bhandari, Multi-Asset Portfolio Manager; and Alasdair Ross, Head of Investment Grade credit.
Covid-19 vaccines, lockdowns and equities
Während die Auszählung der Stimmen weitergeht, scheint sich Joe Biden die 270 Stimmen der Wahlleute gesichert zu haben, die notwendig sind, um der nächste Präsident der Vereinigten Staaten zu werden. Der knappe Wahlsieg und die Möglichkeit, dass die Republikaner die Kontrolle im Senat behalten, werden vermutlich Auswirkungen auf die potenziellen politischen Vorhaben seiner Regierung haben.
Was die us-präsidentschaftswahl für die märkte bedeutet … und was nicht!
Der Wahlzyklus wird kurzfristig zu höherer Volatilität führen, dürfte aber unserer Ansicht nach die langfristigen Durchschnittskurse kaum beeinflussen
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Tracking the pandemic – the challenges of interpreting fast-changing data
„The Covid-19 pandemic is generating huge quantities of case count data as the
disease advances around the world. We have seen countries and regions that were hit earliest move through the initial peak and into a period of declining incidence, while those affected more recently are still recording rapid rises in infections and fatalities. But the data raises as many questions as it answers.“