Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Today, carbon emissions must be a serious consideration for all investors, particularly those with a long-term perspective. Over the last 18 months, we have been focused on the strategies and technologies that will shape the transition to a lower-carbon economy. Here, we identify how we seek to put this recent work into practice and how it will enhance our analysis going forward.
Focusing on rising temperature while ignoring our emptying natural habitats makes no sense. An approach that takes the hand of nature while forcing climate change to slow down is the best way forward, says Oliver Balch.
15 minute read
Banking sector share prices have witnessed a rebound since the latter part of last year, but we still prefer to look elsewhere for sustainable long-term returns.
11 minute read
Despite the various economic and demographic challenges the country faces, Japan remains home to many market-leading companies.
13 minute read
The fractious relationship between the two superpowers is not the only factor impacting supply chains.
15 minute read