We unpack the complexities of integrating ESG factors into investment strategies, and how regulatory frameworks enhance transparency.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
We explore how innovation seeks to meet AI's energy needs and the technology’s potential impact on climate.
A resurgence in productivity underscores a significant shift toward greater efficiency.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
What investors should consider as the U.S. election outcome becomes clear.