Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.
Taking stock of the mining sector
Is global reflation priced in?
Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.
Analyzing ESG Factors for Risk and Opportunity
Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Taking Stock of the Mining Sector
A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.
Taking stock of the mining sector
Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.
Finding value in each other: Active collaboration in stock and bond analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
Taking stock of the mining sector
Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.
Resources in 2021: A year of transformation
Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.
Building robust bond portfolios in a low-rate world
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.