We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
As active managers, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.
China’s long-term growth trajectory has been derailed by several challenges in recent months, but the government response and the country’s economic momentum should help it find a way through these setbacks.
The war in Ukraine has highlighted that the current way of producing and consuming food is unsustainable. As the rising global population places greater demands on our food system, there is an urgent need to build a resilient and inclusive food ecosystem, meeting both planetary and social needs. Opportunities exist for investors across the value chain of global food production and distribution to help mitigate these risks.
China’s zero-Covid approach and regulatory challenges have unsettled markets, but we don’t think they alter the long-term investment case. Renewed government policy support and a commitment to a high-tech, carbon-free economic future should encourage long-term investors to take a fresh look at China.
Is it possible to cool inflation without freezing growth? That’s the fine line being walked by central banks as investors look to the rest of the year and beyond. We think the economy will slow down significantly and a US recession is likely. Find out how our Global CIOs think the rest of 2022 will play out across asset classes.
Armed conflict, financial woes and inflation shocks have contributed to a tricky 2022 so far for emerging markets. But a broader, systemic crisis is not anticipated for emerging-market debt, and there might be reasons for optimism about a recovery.
The pandemic illustrated the fragility of diversity and inclusion, making it a critical sustainable investment topic. Investors and regulators alike are insisting that companies employ more diverse workforces from the top down. At the same time, investments are emerging that specifically target greater diversity – both within organisations and in wider society.