Japan: we’re more convinced than ever

Japan 1920x500

Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?

Health and Well-Being – longer lives, healthier lives

Doctor looking through microscope

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.

Enhanced income from sustainable leaders

Hiker on glacier

Select sustainability leaders offer attractive income (and growth) prospects complemented by a risk managed derivative overlay to enhance portfolio yield.

Europe’s recession was ultra-mild, in the US worse is still to come

Sunset sky over Paris with Eiffel Tower in background

Interest rate rises have driven inflation down. We all hope we are close to the pivot point when
banks call a halt to hiking and begin to cut rates.

Equity outlook: Macro remains top of mind

Traffic and advertising signs in Times Square, New York

Global Head of Equities, Melda Mergen, on concentrated equity markets, Europe and talk of recession.

European growth has dipped, but a US recession is only postponed

Yellow tram on bridge

Despite a technical recession, there are many positives for Europe.

Mit Chips und Schaufeln am Boom der künstlichen Intelligenz partizipieren

Computer chip

Künstliche Intelligenz (KI) gibt es schon seit Jahrzehnten, doch erst in den letzten eineinhalb Jahren hat sie ihr Schattendasein peu à peu hinter sich gelassen

Play the AI boom through chips and shovels

Computer chip

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

Electric vehicle charging

The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.