Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Hydrogen has been tipped to play an important role in the global transition to renewable energy. Investment Manager Ashley-Jane Kyle takes another look at hydrogen and assesses recent developments from the perspective of two companies in the industry.
10 minute read
How the current crisis will unfold is impossible to say but it does not risk hyperbole to suggest that it already promises enormous ramifications for the global economy.
5 minute read
Stock markets have started 2022 on a turbulent note. Despite near-term challenges, we retain a positive view on the long-term outlook for the world’s leading companies.
8 minute read
Three members of our Research team tell us about their approach to investment risk and exposure; how disclosure is getting more important; and why data might not be all it is cracked up to be.
13 minute read
Following the publication of a series of articles and videos around the topic of decarbonisation earlier this year, the project’s chief architects address client questions, particularly around the viability of energy stocks as long-term investments and how we incorporate climate considerations within our analysis.
13 minute watch
The 12th edition of our Research Journal covers a range of subjects from virtual research trips, to innovation in the aviation sector, to risk management.
