Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
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.
A visit to a leader in robotic surgery, to find out more about their latest innovation and sustainability efforts.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Autonomous driving technology is now reaching an important inflection point for wider adoption.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Justifications for a cautious view on the San Francisco office market.
A recent client event at Google’s Asia HQ in Singapore with a panel discussion focusing on generative AI.
Thoughts on a changing China and government initiatives towards decarbonisation.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
Aaron Scully, Global Sustainable Equities portfolio manager, highlights three key takeaways from his recent trip to Japan.