Ukraine-Russia conflict and our emerging market strategy
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 readOur Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
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.
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