Is ‘divestment’ genuinely helpful in our pursuit of sustainable investing goals? How should we invest in ‘biodiversity’ and manage the natural resources needed to sustain a growing, ageing population?
Do we know enough about ‘quantum computing’ and its capacity to render internet encryption useless? And what of the ‘metaverse’ and the structural trends unfolding at the intersection of the internet-of-things, social media and mobile computing?
Delve into our collection of thematic and sustainable investing topics that everyone’s talking about. We’ll tell you what you need to know today and explain why everyone will still be talking about these topics tomorrow.
Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.
In a world grappling with war, geopolitical upheaval, climate change and debt distress, countries that contribute more than half of global GDP have elections in 2024.
European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Is divesting assets helpful for sustainable investing goals, or is it better to engage companies and try to steer them towards a more sustainable future?
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
Biodiversity loss is a global systemic risk equal to climate change. Indeed, cutting CO2 emissions is just the tip of the iceberg for a liveable planet.
The metaverse is about to change everything. What does this mean for investors?
The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?
Covid has ushered in a working revolution. Will it be peaceful or disruptive?