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.
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.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
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.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.