Market Monitor – 6 October 2023

A new month has done little to brighten investors’ mood, with fears of a prolonged period of high interest rates continuing to weigh on sentiment in global markets.
European Select strategy: the case for quality investment

2022’s value rotation was a headwind for high-growth areas such as technology, in which the European Select strategy has greater weightings.
Greece: the making of a turnaround story

The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
Market Monitor – 29 September 2023

Global stock markets suffered further losses this week, and September looks set to be one of the weakest performing months of 2023.
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?
Market Monitor – 22 September 2023

Fears that interest rates will remain at higher levels for longer than previously expected have sparked losses on global stock markets.
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.
Market Monitor – 15 September 2023

Global stock markets have made steady progress this week on hopes that central banks are near the end of their interest rate raising programmes.
Market Monitor – 8 September 2023

After a positive start to the month, global stock markets lost ground this week on fears that rising oil prices could increase inflationary pressures and lead to further hikes in interest rates.