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.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Justifications for a cautious view on the San Francisco office market.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.