Investment Themes – December 2019
In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles, Japan and its changing demographics, the future for China, recession fears and Equities versus credit in 2020.
Air pollution: Sustainable development and investment opportunity
Air pollution is deleterious to human and ecosystem health, and there is a growing and important need to tackle it across the globe. But, via the adoption of a number of UN Sustainable Development Goals, there are a number of solutions which investors can support.
Disruptive technologies challenge traditional infrastructure approach
Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.
Asset Allocation Monthly
View the latest Asset Allocation Update