Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
UK equities: the song remains the same
Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone
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
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?
What does a higher inflation world mean for dividends?
Heightened inflation will make it more complicated to identify sustainable dividend growers.
Identifying key sustainable themes for 2023 and beyond
The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.
Interest rates do not need to rise much further in Europe
Paul Doyle, Head of Large Cap European Equities, looks at the green shoots in Europe, despite ongoing higher inflation and mixed signals on the strength of the economy.
Focus on quality for success in equities
Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen. Higher inflation and a weaker economic environment will mean not all
companies will thrive.
Uruguay’s experiment in sovereign sustainability-linked bonds
We are excited about an innovation that should offer transparency and impact – the ultimate goal for ESG investors.
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
