ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Thematic Insight: The energy transition – transformative on a global scale
We discuss the barriers to a successful energy transition and the opportunities for investors
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Conflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine. Read more in our latest Conflict Risk engagement update.
ESG Viewpoint: What makes supply chain due diligence effective?
Understanding how companies can manage supply chain risks and why they matter to investors. Read more in our latest ESG Viewpoint.
Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
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?
Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
IPCC 6th assessment cycle – key takeaways for asset management
The IPCC sounded clear warnings around the rate and impacts of climate change. We assess the key takeaways for asset management and discuss opportunities around mitigation and adaptation.
Bond market breakdown: bumper start to year sees broader issuance
Year-to-date issuance is at $184 billion – which is 78% larger than 2018’s total issuance.
