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.
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.
China’s role in global trade and why it still matters
We look at the major role China continues to play in the global economy, the interdependence between the EU and China, and the potential flashpoints of which investors should be aware
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.
Green hydrogen: the investment perspective
What are the near-term opportunities and challenges for utilities and industrial gas companies
COP 27: outcomes, opportunities and emerging markets
The US has passed the largest ever piece of legislation to address climate change. Here’s what we think it will mean for numerous energy sectors
