It’s a waste to throw it out: Circular Food Economy as an Investment Opportunity

Investing in companies that help turning food waste into a circular system can contribute to address food insecurity and open investment opportunities.

Renewable energy: the 2050 remix

While last year was transformative for renewable energy, fossil fuel subsidies and interest rate rises pose a threat to the future renewable energy mix.

Navigating Rates

Why wait? Four reasons to consider short-term fixed-income funds

As committed long-term investors, we also recognise the importance of thinking shorter-term sometimes. Short-term fixed-income funds can serve as an important tool for investors seeking stability and relatively easy access to liquidity in a potentially lower risk setting.

US debt ceiling: prepare for a shutdown

For investors already grappling with questions about inflation and interest rates, we believe uncertainty around the US debt ceiling will likely fuel the volatility of the US dollar and risk assets.

US investment grade credit – does quality now come with yield?

With yields rising materially in line with higher interest rates, high-quality markets like US investment grade corporate bonds may offer attractive income. The asset class can also offer low correlation to other risk assets and some downside mitigation.

From perimeter to data: The five layers of cyber security

With a growing exposure of businesses to cyber-attacks, investments in providers of sophisticated cyber security approaches offer attractive opportunities.