Tal Lomnitzer from the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
Where the ESG rubber meets the road
The big rotation
Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.
Tech revolution: is NVIDIA driving the next AI wave?
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.
Beyond the Nadir: What’s Next for Fixed Income
Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?
So… what about inflation?
John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”
Sustainability and digitalisation: speeding the transition to a low carbon world
Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, explores the advancements made in the digital space and how this is closely linked with a sustainable future.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
Accelerating and emerging trends within U.S. equities
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.
Accelerating and emerging secular trends within U.S. equities
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.