Macroscope: Long the yen against the euro

From

Since 2021, major economic cycles have been out of sync, presenting macro investors with opportunities to capitalise on policy divergence. In August 2021, for instance, it became clear to us that... Read more continue reading

Bloom or bust? Unlocking transition finance to reduce biodiversity loss

From

Finance can help unlock the deployment of existing technologies at the speed and scale needed to reduce biodiversity loss by 2030, according to UBS. In its white paper ‘Bloom or... Read more continue reading

Investing in the next big thing in AI

From

Artificial intelligence (AI) chatbots, like ChatGPT and Bard, are the beginning of the next wave of computing. But investors should consider opportunities along the supply chain in order to make... Read more continue reading

Real assets produces stable income streams despite occasional capital value declines

From

Zenith Investment Partners says the real assets sector produces stable income streams for investors and has, in a historical context, rarely produced negative total returns despite occasional capital value declines. As... Read more continue reading

Transition to clean energy to form a critical part of the investment strategy

From

Markets are failing to factor in the speed of the transition to clean energy, says George Whiting, Head of Institutional & Retail Business Development for the Perennial Better Future Trust,... Read more continue reading

12 surprising charts for your Christmas stocking

From

Chris Bedingfield from Quay Global Investors, shares 12 charts which look at some of the interesting trends in global real estate and what’s to come in 2024 and beyond. Chart... Read more continue reading

High quality companies offer shelter as recession risk persists

From

Share markets globally have largely shaken off higher interest rates this year with many companies relatively immune to higher credit costs. However, that could change if the world falls into... Read more continue reading

The key thematics to drive continued growth in infrastructure in 2024

From

Infrastructure as an asset class is well positioned for any recessionary pressures that could develop within in the next 6 – 12 months. Infrastructure has been, and continues to be,... Read more continue reading

Quality fundamentals key to withstanding looming recession

From

High quality companies with strong fundamentals are better positioned to withstand short-term volatility in the market and a potential recession, according to portfolio manager and ESG head at ECP Asset Management... Read more continue reading

Without a crystal ball, what are the possible scenarios for 2024?

From

Making predictions is hard, they say, especially when they are about the future. One of the many truisms attributed to baseball player and popular philosopher Yogi Berra, this pearl is... Read more continue reading