CT Responsible Global Equity Strategy 2023 Responsible Profile
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
On your bike – Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Japan Equities: Was spricht für japanische Aktien?
Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.
Equity outlook: High valuations and higher-for-longer rates
Despite some short-term concerns, we see opportunities in stocks around the globe.
Interview: Louis Ubaka im Gespräch zu amerikanischen Nebenwerten
Portfolio-Manager Louis Ubaka erklärt im Gespräch, warum Small Caps im Jahr 2023 underperformt haben, ob Small Caps im laufenden Jahr eine Trendwende schaffen und warum Nebenwerte gerade so interessant sind.
Water in crisis – searching for solutions
With too much, too little or too toxic water the world is facing a water crisis. We explore key issues and challenges before highlighting some of the companies promoting better water management.
Wasser in der Krise – Suche nach Lösungen
Mit zu viel, zu wenig oder zu giftigem Wasser steht die Welt vor einer Wasserkrise. Wir gehen auf die wichtigsten Probleme und Herausforderungen ein, bevor wir einige der Unternehmen vorstellen, die sich für ein besseres Wassermanagement einsetzen.
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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.