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The Risks of Relying

Active is:
Asking the big questions

To find out where the markets are headed, it’s important to understand the dominant themes at work today – from ESG investing to artificial intelligence to geopolitical tensions. Our investment experts offer their insights and analysis to help you make more informed decisions.

Investment themes & strategy

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          Energy transition and sustainable resourcing

          Investment themes & strategy

          Energy transition and sustainable resourcing

          Climate change is shifting investor priorities and driving wider adoption of sustainable business models, which seek to “meet the needs of the present without compromising the ability of future generations to meet their own needs”.

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          by Stephanie Rowton | 20/09/2019

          Steven J. Berexa talking about Artificial Intelligence

          Investment themes & strategy

          How do you identify winners using Artificial Intelligence?

          Global Chief Investment Officer Equities Steve Berexa explains the potential for active asset managers to embrace Artificial Intelligence as an Investment strategy & theme.

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          by Steven J. Berexa | 04/09/2019

          Brexit isn’t significantly impacting Europeans’ travel plans

          Investment themes & strategy

          Brexit isn’t significantly impacting Europeans’ travel plans

          Travel agents surveyed in Germany, Italy and Spain said the looming Brexit has not impacted their clients’ travel plans thus far, while sources in the UK said the impact they have seen has mainly been related to concerns about passports, visas and exchange rates.

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          30/08/2019

          Impact Investments – a new philosophy of investing

          Investment themes & strategy

          Impact Investments – a new philosophy of investing

          Investors are increasingly starting to realize that they have the power to make an impact by choosing where and how to invest their assets. Allocating capital with the intention to create impact allows investors to influence the way the economy works or how a company operates.

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          by Martin Ewald | 28/08/2019

          Are we running out of policy options for the next crisis?

          Investment themes & strategy

          Are we running out of policy options for the next crisis?

          The global economy will eventually face another downturn, which raises critical questions. With rates so low, what tools do central banks have left to spark a turnaround? What other monetary, fiscal or structural changes could head off problems? And what might happen if we don’t change our policy approach?

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          by Stefan Hofrichter | 22/08/2019

          Couple using a Smarthphone

          Investment themes & strategy

          Consistent trends in smartphone demand

          Most aspects of smartphone purchasing – replacement cycle, triggers for replacement, most popular price range, and importance of processor speed and security-related features – have not changed significantly vs. previous Grassroots® surveys, while awareness and importance of the triple camera features have increased.

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          16/08/2019

          How to invest in a time of rate cuts and trade wars

          Investment themes & strategy

          How to invest in a time of rate cuts and trade wars

          The day after the Fed announced its new rate cut, an escalation in the trade war sparked market volatility globally. Investors should be cautious while recognising that similar mid-cycle cuts have been positive for risk assets. Consider staying invested with an active and defensive approach.

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          by Mona Mahajan | 14/08/2019

          Being informed of ESG Regulation developments

          Investment themes & strategy

          Sustainable Finance in Europe – Quo Vadis?

          At this stage, the work done by the EU Sustainable Finance Action Plan and Technical Expert Group cannot be ignored anymore. Instead, what investors and the financial community can take action on is to provide constructive feedback on how to execute the regulation most efficiently.

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          by Steffen Hörter | 14/08/2019

          Insights and actions from our Frankfurt Investment Forum

          Investment themes & strategy

          Motion graphic: insights and actions from our Frankfurt Investment Forum

          This animated look at the key takeaways from our latest Investment Forum provides a snapshot of a day packed with discussion and debate.

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          01/08/2019

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