In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Japan: we’re more convinced than ever
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
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
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
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
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
Despite a technical recession, there are many positives for Europe.
Mit Chips und Schaufeln am Boom der künstlichen Intelligenz partizipieren
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
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.